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 | $117,933 | $178,174-33.8% | $156,181-24.5% | $137,256-14.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 15.42% | 84.19%-68.8pp | 64.87%-49.5pp | 220.34%-204.9pp |
| Employer contribution / active EE | $1,875 | $4,972-62.3% | $4,294-56.3% | $4,156-54.9% |
| Participant deferral / active EE | $7,951 | $6,888+15.4% | $6,132+29.7% | $6,407+24.1% |
| Admin fee / account holder | $1,223 | $17,404-93.0% | $14,586-91.6% | $12,270-90.0% |