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 | $124,606 | $148,534-16.1% | $135,903-8.3% | $139,434-10.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.39% | 79.19%-58.8pp | 68.23%-47.8pp | 372.94%-352.5pp |
| Employer contribution / active EE | $2,943 | $5,243-43.9% | $4,856-39.4% | $4,751-38.1% |
| Participant deferral / active EE | $7,221 | $8,100-10.8% | $7,758-6.9% | $6,710+7.6% |
| Admin fee / account holder | $815 | $12,400-93.4% | $10,762-92.4% | $11,403-92.9% |