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 | $105,020 | $179,726-41.6% | $156,263-32.8% | $142,382-26.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 15.94% | 77.86%-61.9pp | 59.47%-43.5pp | 217.08%-201.1pp |
| Employer contribution / active EE | $9,711 | $5,069+91.6% | $4,333+124.1% | $4,299+125.9% |
| Participant deferral / active EE | $5,768 | $6,956-17.1% | $6,158-6.3% | $6,507-11.4% |
| Admin fee / account holder | $3,614 | $17,272-79.1% | $14,255-74.6% | $12,624-71.4% |