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 | $77,894 | $179,726-56.7% | $156,263-50.2% | $142,382-45.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 13.79% | 77.86%-64.1pp | 59.47%-45.7pp | 217.08%-203.3pp |
| Employer contribution / active EE | $2,987 | $5,069-41.1% | $4,333-31.1% | $4,299-30.5% |
| Participant deferral / active EE | $7,827 | $6,956+12.5% | $6,158+27.1% | $6,507+20.3% |
| Admin fee / account holder | $1,489 | $17,272-91.4% | $14,255-89.6% | $12,624-88.2% |