See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,610 | $179,726-27.9% | $156,263-17.1% | $142,382-9.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 20.72% | 77.86%-57.1pp | 59.47%-38.7pp | 217.08%-196.4pp |
| Employer contribution / active EE | $4,288 | $5,069-15.4% | $4,333-1.0% | $4,299-0.3% |
| Participant deferral / active EE | $5,698 | $6,956-18.1% | $6,158-7.5% | $6,507-12.4% |
| Admin fee / account holder | $955 | $17,272-94.5% | $14,255-93.3% | $12,624-92.4% |