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 | $128,456 | $217,402-40.9% | $185,823-30.9% | $167,490-23.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 9.01% | 148.36%-139.4pp | 122.05%-113.0pp | 478.56%-469.6pp |
| Employer contribution / active EE | $7,875 | $5,873+34.1% | $5,167+52.4% | $4,837+62.8% |
| Participant deferral / active EE | $4,961 | $6,356-22.0% | $5,568-10.9% | $6,341-21.8% |
| Admin fee / account holder | $3,514 | $19,811-82.3% | $16,237-78.4% | $12,309-71.5% |