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 | $72,315 | $175,202-58.7% | $149,673-51.7% | $139,434-48.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.95% | 166.71%-148.8pp | 134.42%-116.5pp | 372.94%-355.0pp |
| Employer contribution / active EE | $4,972 | $5,474-9.2% | $4,818+3.2% | $4,751+4.7% |
| Participant deferral / active EE | $9,136 | $6,519+40.1% | $5,680+60.8% | $6,710+36.1% |
| Admin fee / account holder | $3,369 | $16,150-79.1% | $13,210-74.5% | $11,403-70.5% |