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 | $44,687 | $209,411-78.7% | $178,490-75.0% | $158,922-71.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.68% | 188.75%-178.1pp | 151.07%-140.4pp | 302.83%-292.1pp |
| Employer contribution / active EE | $5,166 | $5,706-9.5% | $5,011+3.1% | $4,761+8.5% |
| Participant deferral / active EE | $3,331 | $5,954-44.1% | $5,202-36.0% | $5,982-44.3% |
| Admin fee / account holder | $5,269 | $17,074-69.1% | $13,984-62.3% | $11,246-53.1% |