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 | $121,403 | $227,553-46.6% | $189,557-36.0% | $167,490-27.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 14.36% | 78.40%-64.0pp | 64.17%-49.8pp | 478.56%-464.2pp |
| Employer contribution / active EE | $747 | $5,316-86.0% | $4,412-83.1% | $4,837-84.6% |
| Participant deferral / active EE | $2,733 | $7,002-61.0% | $6,174-55.7% | $6,341-56.9% |
| Admin fee / account holder | $3,391 | $11,878-71.5% | $9,807-65.4% | $12,309-72.5% |