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 | $123,160 | $154,228-20.1% | $145,433-15.3% | $137,256-10.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.71% | 74.59%-58.9pp | 66.58%-50.9pp | 220.34%-204.6pp |
| Employer contribution / active EE | $5,662 | $4,804+17.9% | $4,554+24.3% | $4,156+36.2% |
| Participant deferral / active EE | $17,348 | $8,216+111.1% | $7,897+119.7% | $6,407+170.8% |
| Admin fee / account holder | $19,878 | $14,344+38.6% | $13,129+51.4% | $12,270+62.0% |