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 | $132,971 | $203,436-34.6% | $152,466-12.8% | $167,490-20.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.2%+21.8pp | 82.1%+17.9pp |
| Annual return | 16.60% | 13.80%+2.8pp | 757.33%-740.7pp | 478.56%-462.0pp |
| Employer contribution / active EE | $2,209 | $5,220-57.7% | $4,327-48.9% | $4,837-54.3% |
| Participant deferral / active EE | $7,496 | $6,716+11.6% | $5,820+28.8% | $6,341+18.2% |
| Admin fee / account holder | $3,824 | $22,506-83.0% | $15,805-75.8% | $12,309-68.9% |