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 | $160,180 | $177,572-9.8% | $154,803+3.5% | $142,382+12.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.44% | 65.07%-47.6pp | 58.88%-41.4pp | 217.08%-199.6pp |
| Employer contribution / active EE | $2,417 | $4,810-49.8% | $4,305-43.9% | $4,299-43.8% |
| Participant deferral / active EE | $4,832 | $6,272-23.0% | $5,540-12.8% | $6,507-25.7% |
| Admin fee / account holder | $2,515 | $16,786-85.0% | $14,329-82.5% | $12,624-80.1% |