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 | $98,194 | $228,332-57.0% | $185,823-47.2% | $158,922-38.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 22.06% | 40.80%-18.7pp | 35.95%-13.9pp | 302.83%-280.8pp |
| Employer contribution / active EE | $5,153 | $4,967+3.8% | $4,087+26.1% | $4,761+8.2% |
| Participant deferral / active EE | $2,240 | $6,415-65.1% | $5,632-60.2% | $5,982-62.5% |
| Admin fee / account holder | $699 | $11,864-94.1% | $9,500-92.6% | $11,246-93.8% |