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 | $87,879 | $159,602-44.9% | $150,045-41.4% | $142,382-38.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 23.37% | 70.24%-46.9pp | 62.55%-39.2pp | 217.08%-193.7pp |
| Employer contribution / active EE | $6,083 | $4,961+22.6% | $4,693+29.6% | $4,299+41.5% |
| Participant deferral / active EE | $11,462 | $8,310+37.9% | $7,997+43.3% | $6,507+76.1% |
| Admin fee / account holder | $462 | $14,846-96.9% | $13,435-96.6% | $12,624-96.3% |