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 | $135,470 | $172,111-21.3% | $150,298-9.9% | $137,256-1.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 29.53% | 69.37%-39.8pp | 62.79%-33.3pp | 220.34%-190.8pp |
| Employer contribution / active EE | $8,193 | $4,636+76.7% | $4,154+97.2% | $4,156+97.1% |
| Participant deferral / active EE | $6,876 | $6,166+11.5% | $5,453+26.1% | $6,407+7.3% |
| Admin fee / account holder | $3,469 | $16,471-78.9% | $14,116-75.4% | $12,270-71.7% |