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 | $100,674 | $157,256-36.0% | $141,162-28.7% | $152,861-34.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 23.42% | 64.32%-40.9pp | 71.39%-48.0pp | 345.32%-321.9pp |
| Employer contribution / active EE | $18,103 | $5,261+244.1% | $4,735+282.3% | $4,762+280.1% |
| Participant deferral / active EE | $11,875 | $7,109+67.0% | $6,709+77.0% | $5,850+103.0% |
| Admin fee / account holder | $8,161 | $12,120-32.7% | $10,261-20.5% | $11,596-29.6% |