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 | $43,346 | $228,332-81.0% | $185,823-76.7% | $158,922-72.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 18.58% | 40.80%-22.2pp | 35.95%-17.4pp | 302.83%-284.2pp |
| Employer contribution / active EE | $5,872 | $4,967+18.2% | $4,087+43.7% | $4,761+23.3% |
| Participant deferral / active EE | $12,595 | $6,415+96.4% | $5,632+123.6% | $5,982+110.5% |
| Admin fee / account holder | $3,865 | $11,864-67.4% | $9,500-59.3% | $11,246-65.6% |