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 | $85,423 | $157,256-45.7% | $141,162-39.5% | $152,861-44.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 20.81% | 64.32%-43.5pp | 71.39%-50.6pp | 345.32%-324.5pp |
| Employer contribution / active EE | $1,251 | $5,261-76.2% | $4,735-73.6% | $4,762-73.7% |
| Participant deferral / active EE | $2,510 | $7,109-64.7% | $6,709-62.6% | $5,850-57.1% |
| Admin fee / account holder | $550 | $12,120-95.5% | $10,261-94.6% | $11,596-95.3% |