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 | $96,937 | $163,101-40.6% | $136,749-29.1% | $142,382-31.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 14.94% | 27.54%-12.6pp | 24.33%-9.4pp | 217.08%-202.1pp |
| Employer contribution / active EE | $2,652 | $4,117-35.6% | $3,400-22.0% | $4,299-38.3% |
| Participant deferral / active EE | $4,504 | $5,585-19.4% | $4,692-4.0% | $6,507-30.8% |
| Admin fee / account holder | $7,729 | $14,318-46.0% | $11,386-32.1% | $12,624-38.8% |