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 | $103,723 | $154,228-32.7% | $145,433-28.7% | $137,256-24.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.89% | 74.59%-52.7pp | 66.58%-44.7pp | 220.34%-198.5pp |
| Employer contribution / active EE | $6,743 | $4,804+40.4% | $4,554+48.1% | $4,156+62.3% |
| Participant deferral / active EE | $13,076 | $8,216+59.1% | $7,897+65.6% | $6,407+104.1% |
| Admin fee / account holder | $1,481 | $14,344-89.7% | $13,129-88.7% | $12,270-87.9% |