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 | $93,168 | $183,592-49.3% | $155,567-40.1% | $145,959-36.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.55% | 61.24%-45.7pp | 64.74%-49.2pp | 561.95%-546.4pp |
| Employer contribution / active EE | $3,745 | $5,315-29.5% | $4,674-19.9% | $4,661-19.6% |
| Participant deferral / active EE | $6,129 | $6,464-5.2% | $5,628+8.9% | $6,689-8.4% |
| Admin fee / account holder | $12,882 | $19,318-33.3% | $15,916-19.1% | $13,398-3.8% |