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 | $113,964 | $209,411-45.6% | $178,490-36.2% | $158,922-28.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.15% | 188.75%-176.6pp | 151.07%-138.9pp | 302.83%-290.7pp |
| Employer contribution / active EE | $5,785 | $5,706+1.4% | $5,011+15.4% | $4,761+21.5% |
| Participant deferral / active EE | $5,802 | $5,954-2.6% | $5,202+11.5% | $5,982-3.0% |
| Admin fee / account holder | $1,550 | $17,074-90.9% | $13,984-88.9% | $11,246-86.2% |