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 | $109,467 | $154,228-29.0% | $145,433-24.7% | $137,256-20.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 31.86% | 74.59%-42.7pp | 66.58%-34.7pp | 220.34%-188.5pp |
| Employer contribution / active EE | $3,532 | $4,804-26.5% | $4,554-22.4% | $4,156-15.0% |
| Participant deferral / active EE | $14,013 | $8,216+70.5% | $7,897+77.4% | $6,407+118.7% |
| Admin fee / account holder | $8,011 | $14,344-44.1% | $13,129-39.0% | $12,270-34.7% |