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 | $108,470 | $209,411-48.2% | $178,490-39.2% | $158,922-31.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.02% | 188.75%-173.7pp | 151.07%-136.1pp | 302.83%-287.8pp |
| Employer contribution / active EE | $4,727 | $5,706-17.2% | $5,011-5.7% | $4,761-0.7% |
| Participant deferral / active EE | $4,467 | $5,954-25.0% | $5,202-14.1% | $5,982-25.3% |
| Admin fee / account holder | $1,007 | $17,074-94.1% | $13,984-92.8% | $11,246-91.0% |