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 | $58,366 | $148,534-60.7% | $135,903-57.1% | $139,434-58.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.21% | 79.19%-65.0pp | 68.23%-54.0pp | 372.94%-358.7pp |
| Employer contribution / active EE | $3,942 | $5,243-24.8% | $4,856-18.8% | $4,751-17.0% |
| Participant deferral / active EE | $6,953 | $8,100-14.2% | $7,758-10.4% | $6,710+3.6% |
| Admin fee / account holder | $30,499 | $12,400+146.0% | $10,762+183.4% | $11,403+167.5% |