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 | $100,395 | $163,101-38.4% | $136,749-26.6% | $142,382-29.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 15.87% | 27.54%-11.7pp | 24.33%-8.5pp | 217.08%-201.2pp |
| Employer contribution / active EE | $3,468 | $4,117-15.8% | $3,400+2.0% | $4,299-19.3% |
| Participant deferral / active EE | $1,322 | $5,585-76.3% | $4,692-71.8% | $6,507-79.7% |
| Admin fee / account holder | $909 | $14,318-93.7% | $11,386-92.0% | $12,624-92.8% |