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 | $100,480 | $135,635-25.9% | $110,238-8.9% | $135,375-25.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 11.75% | 513.19%-501.4pp | 314.74%-303.0pp | 519.73%-508.0pp |
| Employer contribution / active EE | $3,931 | $4,906-19.9% | $3,826+2.7% | $4,779-17.7% |
| Participant deferral / active EE | $7,664 | $5,506+39.2% | $4,672+64.0% | $5,609+36.6% |
| Admin fee / account holder | $19,355 | $11,457+68.9% | $8,547+126.4% | $10,827+78.8% |