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 | $55,254 | $148,534-62.8% | $135,903-59.3% | $139,434-60.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.81% | 79.19%-59.4pp | 68.23%-48.4pp | 372.94%-353.1pp |
| Employer contribution / active EE | $4,995 | $5,243-4.7% | $4,856+2.9% | $4,751+5.1% |
| Participant deferral / active EE | $6,159 | $8,100-24.0% | $7,758-20.6% | $6,710-8.2% |
| Admin fee / account holder | $556 | $12,400-95.5% | $10,762-94.8% | $11,403-95.1% |