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 | $84,180 | $165,984-49.3% | $164,813-48.9% | $145,922-42.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.02% | 100.03%-89.0pp | 69.93%-58.9pp | 561.29%-550.3pp |
| Employer contribution / active EE | $4,261 | $5,273-19.2% | $4,341-1.8% | $4,660-8.6% |
| Participant deferral / active EE | $8,357 | $6,959+20.1% | $6,031+38.6% | $6,688+25.0% |
| Admin fee / account holder | $25,709 | $16,648+54.4% | $12,690+102.6% | $13,397+91.9% |