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 | $82,768 | $159,602-48.1% | $150,045-44.8% | $142,382-41.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 13.53% | 70.24%-56.7pp | 62.55%-49.0pp | 217.08%-203.5pp |
| Employer contribution / active EE | $3,278 | $4,961-33.9% | $4,693-30.2% | $4,299-23.8% |
| Participant deferral / active EE | $6,568 | $8,310-21.0% | $7,997-17.9% | $6,507+0.9% |
| Admin fee / account holder | $395 | $14,846-97.3% | $13,435-97.1% | $12,624-96.9% |