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 | $102,413 | $228,332-55.1% | $185,823-44.9% | $158,922-35.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 10.43% | 40.80%-30.4pp | 35.95%-25.5pp | 302.83%-292.4pp |
| Employer contribution / active EE | $2,557 | $4,967-48.5% | $4,087-37.4% | $4,761-46.3% |
| Participant deferral / active EE | $3,168 | $6,415-50.6% | $5,632-43.8% | $5,982-47.0% |
| Admin fee / account holder | $16,059 | $11,864+35.4% | $9,500+69.0% | $11,246+42.8% |