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 | $100,018 | $107,334-6.8% | $92,893+7.7% | $152,861-34.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 17.44% | 145.58%-128.1pp | 109.41%-92.0pp | 345.32%-327.9pp |
| Employer contribution / active EE | $2,228 | $4,221-47.2% | $3,653-39.0% | $4,762-53.2% |
| Participant deferral / active EE | $4,082 | $4,845-15.7% | $4,236-3.6% | $5,850-30.2% |
| Admin fee / account holder | $7,129 | $7,079+0.7% | $5,794+23.0% | $11,596-38.5% |