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 | $105,452 | $175,202-39.8% | $149,673-29.5% | $139,434-24.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.23% | 166.71%-150.5pp | 134.42%-118.2pp | 372.94%-356.7pp |
| Employer contribution / active EE | $2,855 | $5,474-47.8% | $4,818-40.7% | $4,751-39.9% |
| Participant deferral / active EE | $5,516 | $6,519-15.4% | $5,680-2.9% | $6,710-17.8% |
| Admin fee / account holder | $25,918 | $16,150+60.5% | $13,210+96.2% | $11,403+127.3% |