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 | $59,414 | $198,466-70.1% | $170,442-65.1% | $147,584-59.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.00% | 257.29%-245.3pp | 205.93%-193.9pp | 578.55%-566.5pp |
| Employer contribution / active EE | $6,303 | $6,184+1.9% | $5,433+16.0% | $4,876+29.3% |
| Participant deferral / active EE | $3,361 | $5,629-40.3% | $4,939-32.0% | $5,439-38.2% |
| Admin fee / account holder | $1,821 | $16,852-89.2% | $13,880-86.9% | $10,885-83.3% |