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 | $120,358 | $154,117-21.9% | $129,995-7.4% | $139,434-13.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 23.97% | 32.48%-8.5pp | -137.18%+161.1pp | 372.94%-349.0pp |
| Employer contribution / active EE | $9,138 | $5,289+72.8% | $4,320+111.5% | $4,751+92.3% |
| Participant deferral / active EE | $6,041 | $6,710-10.0% | $5,820+3.8% | $6,710-10.0% |
| Admin fee / account holder | $2,389 | $14,007-82.9% | $10,614-77.5% | $11,403-79.1% |