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 | $85,002 | $148,534-42.8% | $135,903-37.5% | $139,434-39.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.59% | 79.19%-65.6pp | 68.23%-54.6pp | 372.94%-359.4pp |
| Employer contribution / active EE | $8,481 | $5,243+61.8% | $4,856+74.6% | $4,751+78.5% |
| Participant deferral / active EE | $11,266 | $8,100+39.1% | $7,758+45.2% | $6,710+67.9% |
| Admin fee / account holder | $26,436 | $12,400+113.2% | $10,762+145.6% | $11,403+131.8% |