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 | $110,762 | $124,281-10.9% | $109,143+1.5% | $167,490-33.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 17.65% | 26.04%-8.4pp | 25.75%-8.1pp | 478.56%-460.9pp |
| Employer contribution / active EE | $3,088 | $4,207-26.6% | $3,722-17.0% | $4,837-36.2% |
| Participant deferral / active EE | $8,717 | $5,255+65.9% | $4,653+87.3% | $6,341+37.5% |
| Admin fee / account holder | $22,460 | $7,970+181.8% | $6,752+232.6% | $12,309+82.5% |