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 | $150,175 | $214,378-29.9% | $200,582-25.1% | $142,382+5.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 13.07% | 46.41%-33.3pp | 42.33%-29.3pp | 217.08%-204.0pp |
| Employer contribution / active EE | $3,384 | $6,841-50.5% | $6,419-47.3% | $4,299-21.3% |
| Participant deferral / active EE | $5,996 | $9,865-39.2% | $9,331-35.7% | $6,507-7.8% |
| Admin fee / account holder | $45,934 | $17,692+159.6% | $16,305+181.7% | $12,624+263.9% |