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 | $117,942 | $179,726-34.4% | $156,263-24.5% | $142,382-17.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 11.88% | 77.86%-66.0pp | 59.47%-47.6pp | 217.08%-205.2pp |
| Employer contribution / active EE | $2,345 | $5,069-53.7% | $4,333-45.9% | $4,299-45.4% |
| Participant deferral / active EE | $2,512 | $6,956-63.9% | $6,158-59.2% | $6,507-61.4% |
| Admin fee / account holder | $7,592 | $17,272-56.0% | $14,255-46.7% | $12,624-39.9% |