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 | $124,818 | $175,202-28.8% | $149,673-16.6% | $139,434-10.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.95% | 166.71%-152.8pp | 134.42%-120.5pp | 372.94%-359.0pp |
| Employer contribution / active EE | $7,814 | $5,474+42.7% | $4,818+62.2% | $4,751+64.5% |
| Participant deferral / active EE | $10,618 | $6,519+62.9% | $5,680+86.9% | $6,710+58.2% |
| Admin fee / account holder | $6,560 | $16,150-59.4% | $13,210-50.3% | $11,403-42.5% |