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 | $125,627 | $127,777-1.7% | $106,548+17.9% | $167,490-25.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 8.65% | 33.87%-25.2pp | 26.80%-18.2pp | 478.56%-469.9pp |
| Employer contribution / active EE | $3,387 | $3,427-1.2% | $2,819+20.1% | $4,837-30.0% |
| Participant deferral / active EE | $10,745 | $5,087+111.2% | $4,398+144.3% | $6,341+69.4% |
| Admin fee / account holder | $1,466 | $11,228-86.9% | $7,407-80.2% | $12,309-88.1% |