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 | $80,097 | $157,256-49.1% | $141,162-43.3% | $152,861-47.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 18.32% | 64.32%-46.0pp | 71.39%-53.1pp | 345.32%-327.0pp |
| Employer contribution / active EE | $10,428 | $5,261+98.2% | $4,735+120.2% | $4,762+119.0% |
| Participant deferral / active EE | $7,516 | $7,109+5.7% | $6,709+12.0% | $5,850+28.5% |
| Admin fee / account holder | $37,010 | $12,120+205.4% | $10,261+260.7% | $11,596+219.1% |