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 | $116,743 | $165,335-29.4% | $149,696-22.0% | $158,922-26.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.95% | 348.15%-336.2pp | 276.60%-264.7pp | 302.83%-290.9pp |
| Employer contribution / active EE | $10,039 | $5,103+96.7% | $4,644+116.2% | $4,761+110.9% |
| Participant deferral / active EE | $15,821 | $7,181+120.3% | $6,842+131.2% | $5,982+164.5% |
| Admin fee / account holder | $12,040 | $10,807+11.4% | $9,309+29.3% | $11,246+7.1% |