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 | $127,927 | $176,812-27.6% | $146,665-12.8% | $167,490-23.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 30.11% | 24.03%+6.1pp | 22.74%+7.4pp | 478.56%-448.5pp |
| Employer contribution / active EE | $5,562 | $5,160+7.8% | $4,136+34.5% | $4,837+15.0% |
| Participant deferral / active EE | $3,493 | $6,440-45.8% | $5,506-36.6% | $6,341-44.9% |
| Admin fee / account holder | $83,190 | $13,259+527.4% | $10,280+709.3% | $12,309+575.8% |