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 | $134,855 | $198,466-32.1% | $170,442-20.9% | $147,584-8.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.03% | 257.29%-243.3pp | 205.93%-191.9pp | 578.55%-564.5pp |
| Employer contribution / active EE | $5,975 | $6,184-3.4% | $5,433+10.0% | $4,876+22.5% |
| Participant deferral / active EE | $4,908 | $5,629-12.8% | $4,939-0.6% | $5,439-9.8% |
| Admin fee / account holder | $1,503 | $16,852-91.1% | $13,880-89.2% | $10,885-86.2% |