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 | $140,550 | $177,572-20.8% | $154,803-9.2% | $142,382-1.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.06% | 65.07%-52.0pp | 58.88%-45.8pp | 217.08%-204.0pp |
| Employer contribution / active EE | $2,999 | $4,810-37.7% | $4,305-30.3% | $4,299-30.2% |
| Participant deferral / active EE | $6,671 | $6,272+6.4% | $5,540+20.4% | $6,507+2.5% |
| Admin fee / account holder | $11,650 | $16,786-30.6% | $14,329-18.7% | $12,624-7.7% |