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 | $101,166 | $163,101-38.0% | $136,749-26.0% | $142,382-28.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 9.99% | 27.54%-17.5pp | 24.33%-14.3pp | 217.08%-207.1pp |
| Employer contribution / active EE | $7,458 | $4,117+81.2% | $3,400+119.4% | $4,299+73.5% |
| Participant deferral / active EE | $2,861 | $5,585-48.8% | $4,692-39.0% | $6,507-56.0% |
| Admin fee / account holder | $4,061 | $14,318-71.6% | $11,386-64.3% | $12,624-67.8% |