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 | $101,040 | $197,591-48.9% | $177,821-43.2% | $158,922-36.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 9.26% | 58.76%-49.5pp | 48.32%-39.1pp | 302.83%-293.6pp |
| Employer contribution / active EE | $3,440 | $6,697-48.6% | $5,918-41.9% | $4,761-27.7% |
| Participant deferral / active EE | $9,447 | $8,405+12.4% | $7,714+22.5% | $5,982+57.9% |
| Admin fee / account holder | $3,108 | $15,399-79.8% | $12,427-75.0% | $11,246-72.4% |