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 | $92,734 | $183,963-49.6% | $162,163-42.8% | $152,861-39.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 19.61% | 150.76%-131.2pp | 115.59%-96.0pp | 345.32%-325.7pp |
| Employer contribution / active EE | $4,013 | $6,371-37.0% | $5,614-28.5% | $4,762-15.7% |
| Participant deferral / active EE | $5,075 | $8,034-36.8% | $7,298-30.5% | $5,850-13.3% |
| Admin fee / account holder | $1,885 | $13,121-85.6% | $10,843-82.6% | $11,596-83.7% |