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 | $145,098 | $183,592-21.0% | $155,567-6.7% | $145,959-0.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.10% | 61.24%-52.1pp | 64.74%-55.6pp | 561.95%-552.9pp |
| Employer contribution / active EE | $5,610 | $5,315+5.6% | $4,674+20.0% | $4,661+20.4% |
| Participant deferral / active EE | $6,674 | $6,464+3.2% | $5,628+18.6% | $6,689-0.2% |
| Admin fee / account holder | $6,426 | $19,318-66.7% | $15,916-59.6% | $13,398-52.0% |