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 | $122,759 | $214,378-42.7% | $200,582-38.8% | $142,382-13.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 15.26% | 46.41%-31.1pp | 42.33%-27.1pp | 217.08%-201.8pp |
| Employer contribution / active EE | $2,074 | $6,841-69.7% | $6,419-67.7% | $4,299-51.7% |
| Participant deferral / active EE | $3,499 | $9,865-64.5% | $9,331-62.5% | $6,507-46.2% |
| Admin fee / account holder | $2,905 | $17,692-83.6% | $16,305-82.2% | $12,624-77.0% |