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 | $111,262 | $157,256-29.2% | $141,162-21.2% | $152,861-27.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 25.03% | 64.32%-39.3pp | 71.39%-46.4pp | 345.32%-320.3pp |
| Employer contribution / active EE | $2,516 | $5,261-52.2% | $4,735-46.9% | $4,762-47.2% |
| Participant deferral / active EE | $7,322 | $7,109+3.0% | $6,709+9.1% | $5,850+25.2% |
| Admin fee / account holder | $7,446 | $12,120-38.6% | $10,261-27.4% | $11,596-35.8% |