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 | $106,309 | $175,202-39.3% | $149,673-29.0% | $139,434-23.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.32% | 166.71%-152.4pp | 134.42%-120.1pp | 372.94%-358.6pp |
| Employer contribution / active EE | $6,551 | $5,474+19.7% | $4,818+36.0% | $4,751+37.9% |
| Participant deferral / active EE | $9,735 | $6,519+49.3% | $5,680+71.4% | $6,710+45.1% |
| Admin fee / account holder | $6,435 | $16,150-60.2% | $13,210-51.3% | $11,403-43.6% |