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 | $97,853 | $179,726-45.6% | $156,263-37.4% | $142,382-31.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 15.62% | 77.86%-62.2pp | 59.47%-43.9pp | 217.08%-201.5pp |
| Employer contribution / active EE | $6,518 | $5,069+28.6% | $4,333+50.4% | $4,299+51.6% |
| Participant deferral / active EE | $12,629 | $6,956+81.6% | $6,158+105.1% | $6,507+94.1% |
| Admin fee / account holder | $26,175 | $17,272+51.5% | $14,255+83.6% | $12,624+107.3% |