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 | $99,369 | $154,117-35.5% | $129,995-23.6% | $139,434-28.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 10.10% | 32.48%-22.4pp | -137.18%+147.3pp | 372.94%-362.8pp |
| Employer contribution / active EE | $6,835 | $5,289+29.2% | $4,320+58.2% | $4,751+43.9% |
| Participant deferral / active EE | $7,343 | $6,710+9.4% | $5,820+26.2% | $6,710+9.4% |
| Admin fee / account holder | $826 | $14,007-94.1% | $10,614-92.2% | $11,403-92.8% |