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 | $124,546 | $817,678-84.8% | $392,568-68.3% | $152,861-18.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.1%+21.9pp | 82.4%+17.6pp |
| Annual return | 22.50% | 22.84%-0.3pp | 24.42%-1.9pp | 345.32%-322.8pp |
| Employer contribution / active EE | $6,676 | $5,502+21.3% | $3,783+76.5% | $4,762+40.2% |
| Participant deferral / active EE | $13,386 | $8,398+59.4% | $5,985+123.7% | $5,850+128.8% |
| Admin fee / account holder | $943 | $12,095-92.2% | $6,260-84.9% | $11,596-91.9% |