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 | $124,298 | $172,111-27.8% | $150,298-17.3% | $137,256-9.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 13.33% | 69.37%-56.0pp | 62.79%-49.5pp | 220.34%-207.0pp |
| Employer contribution / active EE | $11,220 | $4,636+142.0% | $4,154+170.1% | $4,156+170.0% |
| Participant deferral / active EE | $9,647 | $6,166+56.5% | $5,453+76.9% | $6,407+50.6% |
| Admin fee / account holder | $3,866 | $16,471-76.5% | $14,116-72.6% | $12,270-68.5% |