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 | $120,806 | $177,572-32.0% | $154,803-22.0% | $142,382-15.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.27% | 65.07%-47.8pp | 58.88%-41.6pp | 217.08%-199.8pp |
| Employer contribution / active EE | $2,203 | $4,810-54.2% | $4,305-48.8% | $4,299-48.8% |
| Participant deferral / active EE | $8,271 | $6,272+31.9% | $5,540+49.3% | $6,507+27.1% |
| Admin fee / account holder | $23,851 | $16,786+42.1% | $14,329+66.5% | $12,624+88.9% |