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 | $95,118 | $163,101-41.7% | $136,749-30.4% | $142,382-33.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 22.64% | 27.54%-4.9pp | 24.33%-1.7pp | 217.08%-194.4pp |
| Employer contribution / active EE | $5,626 | $4,117+36.7% | $3,400+65.5% | $4,299+30.9% |
| Participant deferral / active EE | $9,199 | $5,585+64.7% | $4,692+96.1% | $6,507+41.4% |
| Admin fee / account holder | $612 | $14,318-95.7% | $11,386-94.6% | $12,624-95.2% |