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 | $125,993 | $177,572-29.0% | $154,803-18.6% | $142,382-11.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.12% | 65.07%-52.0pp | 58.88%-45.8pp | 217.08%-204.0pp |
| Employer contribution / active EE | $10,893 | $4,810+126.5% | $4,305+153.0% | $4,299+153.4% |
| Participant deferral / active EE | $10,321 | $6,272+64.6% | $5,540+86.3% | $6,507+58.6% |
| Admin fee / account holder | $796 | $16,786-95.3% | $14,329-94.4% | $12,624-93.7% |