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 | $130,541 | $177,572-26.5% | $154,803-15.7% | $142,382-8.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.80% | 65.07%-51.3pp | 58.88%-45.1pp | 217.08%-203.3pp |
| Employer contribution / active EE | $7,233 | $4,810+50.4% | $4,305+68.0% | $4,299+68.2% |
| Participant deferral / active EE | $7,663 | $6,272+22.2% | $5,540+38.3% | $6,507+17.8% |
| Admin fee / account holder | $48,840 | $16,786+191.0% | $14,329+240.8% | $12,624+286.9% |