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 | $137,290 | $228,332-39.9% | $185,823-26.1% | $158,922-13.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 16.46% | 40.80%-24.3pp | 35.95%-19.5pp | 302.83%-286.4pp |
| Employer contribution / active EE | $2,249 | $4,967-54.7% | $4,087-45.0% | $4,761-52.8% |
| Participant deferral / active EE | $6,669 | $6,415+4.0% | $5,632+18.4% | $5,982+11.5% |
| Admin fee / account holder | $878 | $11,864-92.6% | $9,500-90.8% | $11,246-92.2% |