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 | $127,381 | $198,466-35.8% | $170,442-25.3% | $147,584-13.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 20.83% | 257.29%-236.5pp | 205.93%-185.1pp | 578.55%-557.7pp |
| Employer contribution / active EE | $3,375 | $6,184-45.4% | $5,433-37.9% | $4,876-30.8% |
| Participant deferral / active EE | $6,067 | $5,629+7.8% | $4,939+22.8% | $5,439+11.6% |
| Admin fee / account holder | $2,449 | $16,852-85.5% | $13,880-82.4% | $10,885-77.5% |