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 | $112,049 | $198,466-43.5% | $170,442-34.3% | $147,584-24.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.21% | 257.29%-245.1pp | 205.93%-193.7pp | 578.55%-566.3pp |
| Employer contribution / active EE | $5,536 | $6,184-10.5% | $5,433+1.9% | $4,876+13.5% |
| Participant deferral / active EE | $4,418 | $5,629-21.5% | $4,939-10.6% | $5,439-18.8% |
| Admin fee / account holder | $1,436 | $16,852-91.5% | $13,880-89.7% | $10,885-86.8% |