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 | $106,788 | $197,591-46.0% | $177,821-39.9% | $158,922-32.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 23.27% | 58.76%-35.5pp | 48.32%-25.0pp | 302.83%-279.6pp |
| Employer contribution / active EE | $4,373 | $6,697-34.7% | $5,918-26.1% | $4,761-8.1% |
| Participant deferral / active EE | $13,327 | $8,405+58.6% | $7,714+72.8% | $5,982+122.8% |
| Admin fee / account holder | $7,184 | $15,399-53.3% | $12,427-42.2% | $11,246-36.1% |