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 | $95,839 | $157,256-39.1% | $141,162-32.1% | $152,861-37.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 16.70% | 64.32%-47.6pp | 71.39%-54.7pp | 345.32%-328.6pp |
| Employer contribution / active EE | $1,180 | $5,261-77.6% | $4,735-75.1% | $4,762-75.2% |
| Participant deferral / active EE | $6,963 | $7,109-2.1% | $6,709+3.8% | $5,850+19.0% |
| Admin fee / account holder | $9,822 | $12,120-19.0% | $10,261-4.3% | $11,596-15.3% |