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 | $140,473 | $228,332-38.5% | $185,823-24.4% | $158,922-11.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 18.50% | 40.80%-22.3pp | 35.95%-17.5pp | 302.83%-284.3pp |
| Employer contribution / active EE | $1,217 | $4,967-75.5% | $4,087-70.2% | $4,761-74.4% |
| Participant deferral / active EE | $7,953 | $6,415+24.0% | $5,632+41.2% | $5,982+32.9% |
| Admin fee / account holder | $6,540 | $11,864-44.9% | $9,500-31.2% | $11,246-41.8% |