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 | $128,747 | $159,602-19.3% | $150,045-14.2% | $142,382-9.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.85% | 70.24%-55.4pp | 62.55%-47.7pp | 217.08%-202.2pp |
| Employer contribution / active EE | $1,783 | $4,961-64.1% | $4,693-62.0% | $4,299-58.5% |
| Participant deferral / active EE | $2,478 | $8,310-70.2% | $7,997-69.0% | $6,507-61.9% |
| Admin fee / account holder | $1,974 | $14,846-86.7% | $13,435-85.3% | $12,624-84.4% |