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 | $109,200 | $817,678-86.6% | $392,568-72.2% | $152,861-28.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.1%+21.9pp | 82.4%+17.6pp |
| Annual return | 23.33% | 22.84%+0.5pp | 24.42%-1.1pp | 345.32%-322.0pp |
| Employer contribution / active EE | $3,774 | $5,502-31.4% | $3,783-0.3% | $4,762-20.8% |
| Participant deferral / active EE | $8,065 | $8,398-4.0% | $5,985+34.8% | $5,850+37.9% |
| Admin fee / account holder | $389 | $12,095-96.8% | $6,260-93.8% | $11,596-96.6% |