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 | $105,254 | $209,411-49.7% | $178,490-41.0% | $158,922-33.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 8.93% | 188.75%-179.8pp | 151.07%-142.1pp | 302.83%-293.9pp |
| Employer contribution / active EE | $5,187 | $5,706-9.1% | $5,011+3.5% | $4,761+8.9% |
| Participant deferral / active EE | $4,156 | $5,954-30.2% | $5,202-20.1% | $5,982-30.5% |
| Admin fee / account holder | $36,186 | $17,074+111.9% | $13,984+158.8% | $11,246+221.8% |