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 | $53,841 | $183,519-70.7% | $155,509-65.4% | $145,922-63.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.22% | 61.17%-51.9pp | 64.67%-55.5pp | 561.29%-552.1pp |
| Employer contribution / active EE | $4,479 | $5,313-15.7% | $4,672-4.1% | $4,660-3.9% |
| Participant deferral / active EE | $10,508 | $6,462+62.6% | $5,626+86.8% | $6,688+57.1% |
| Admin fee / account holder | $17,753 | $19,313-8.1% | $15,912+11.6% | $13,397+32.5% |