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 | $114,012 | $201,272-43.4% | $184,203-38.1% | $145,922-21.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.70% | 29.00%-17.3pp | 28.81%-17.1pp | 561.29%-549.6pp |
| Employer contribution / active EE | $4,739 | $7,022-32.5% | $6,427-26.3% | $4,660+1.7% |
| Participant deferral / active EE | $13,094 | $9,806+33.5% | $9,131+43.4% | $6,688+95.8% |
| Admin fee / account holder | $13,795 | $16,364-15.7% | $13,901-0.8% | $13,397+3.0% |