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 | $116,700 | $177,572-34.3% | $154,803-24.6% | $142,382-18.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.25% | 65.07%-48.8pp | 58.88%-42.6pp | 217.08%-200.8pp |
| Employer contribution / active EE | $6,773 | $4,810+40.8% | $4,305+57.3% | $4,299+57.5% |
| Participant deferral / active EE | $5,713 | $6,272-8.9% | $5,540+3.1% | $6,507-12.2% |
| Admin fee / account holder | $56,929 | $16,786+239.2% | $14,329+297.3% | $12,624+351.0% |