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 | $101,390 | $228,332-55.6% | $185,823-45.4% | $158,922-36.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 17.00% | 40.80%-23.8pp | 35.95%-19.0pp | 302.83%-285.8pp |
| Employer contribution / active EE | $2,348 | $4,967-52.7% | $4,087-42.6% | $4,761-50.7% |
| Participant deferral / active EE | $4,696 | $6,415-26.8% | $5,632-16.6% | $5,982-21.5% |
| Admin fee / account holder | $810 | $11,864-93.2% | $9,500-91.5% | $11,246-92.8% |