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 | $117,813 | $154,117-23.6% | $129,995-9.4% | $139,434-15.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 13.12% | 32.48%-19.4pp | -137.18%+150.3pp | 372.94%-359.8pp |
| Employer contribution / active EE | $2,630 | $5,289-50.3% | $4,320-39.1% | $4,751-44.6% |
| Participant deferral / active EE | $17,942 | $6,710+167.4% | $5,820+208.3% | $6,710+167.4% |
| Admin fee / account holder | $30,244 | $14,007+115.9% | $10,614+184.9% | $11,403+165.2% |