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 | $79,422 | $148,534-46.5% | $135,903-41.6% | $139,434-43.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.06% | 79.19%-62.1pp | 68.23%-51.2pp | 372.94%-355.9pp |
| Employer contribution / active EE | $3,439 | $5,243-34.4% | $4,856-29.2% | $4,751-27.6% |
| Participant deferral / active EE | $8,445 | $8,100+4.3% | $7,758+8.9% | $6,710+25.9% |
| Admin fee / account holder | $4,460 | $12,400-64.0% | $10,762-58.6% | $11,403-60.9% |