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 | $114,679 | $214,378-46.5% | $200,582-42.8% | $142,382-19.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 12.47% | 46.41%-33.9pp | 42.33%-29.9pp | 217.08%-204.6pp |
| Employer contribution / active EE | $4,387 | $6,841-35.9% | $6,419-31.6% | $4,299+2.1% |
| Participant deferral / active EE | $3,186 | $9,865-67.7% | $9,331-65.9% | $6,507-51.0% |
| Admin fee / account holder | $15,248 | $17,692-13.8% | $16,305-6.5% | $12,624+20.8% |