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 | $53,791 | $177,572-69.7% | $154,803-65.3% | $142,382-62.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 11.91% | 65.07%-53.2pp | 58.88%-47.0pp | 217.08%-205.2pp |
| Employer contribution / active EE | $6,999 | $4,810+45.5% | $4,305+62.6% | $4,299+62.8% |
| Participant deferral / active EE | $3,551 | $6,272-43.4% | $5,540-35.9% | $6,507-45.4% |
| Admin fee / account holder | $1,471 | $16,786-91.2% | $14,329-89.7% | $12,624-88.3% |