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 | $34,076 | $148,534-77.1% | $135,903-74.9% | $139,434-75.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.81% | 79.19%-65.4pp | 68.23%-54.4pp | 372.94%-359.1pp |
| Employer contribution / active EE | $6,735 | $5,243+28.5% | $4,856+38.7% | $4,751+41.8% |
| Participant deferral / active EE | $11,323 | $8,100+39.8% | $7,758+46.0% | $6,710+68.7% |
| Admin fee / account holder | $9,046 | $12,400-27.0% | $10,762-15.9% | $11,403-20.7% |