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 | $133,536 | $177,572-24.8% | $154,803-13.7% | $142,382-6.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.57% | 65.07%-46.5pp | 58.88%-40.3pp | 217.08%-198.5pp |
| Employer contribution / active EE | $5,744 | $4,810+19.4% | $4,305+33.4% | $4,299+33.6% |
| Participant deferral / active EE | $10,533 | $6,272+67.9% | $5,540+90.1% | $6,507+61.9% |
| Admin fee / account holder | $10,242 | $16,786-39.0% | $14,329-28.5% | $12,624-18.9% |