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 | $94,815 | $157,256-39.7% | $141,162-32.8% | $152,861-38.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 22.73% | 64.32%-41.6pp | 71.39%-48.7pp | 345.32%-322.6pp |
| Employer contribution / active EE | $5,509 | $5,261+4.7% | $4,735+16.3% | $4,762+15.7% |
| Participant deferral / active EE | $11,513 | $7,109+61.9% | $6,709+71.6% | $5,850+96.8% |
| Admin fee / account holder | $1,680 | $12,120-86.1% | $10,261-83.6% | $11,596-85.5% |