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 | $115,294 | $209,336-44.9% | $197,124-41.5% | $137,256-16.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 15.12% | 48.09%-33.0pp | 44.34%-29.2pp | 220.34%-205.2pp |
| Employer contribution / active EE | $5,292 | $6,591-19.7% | $6,227-15.0% | $4,156+27.3% |
| Participant deferral / active EE | $18,239 | $9,614+89.7% | $9,135+99.7% | $6,407+184.7% |
| Admin fee / account holder | $645 | $17,308-96.3% | $16,298-96.0% | $12,270-94.7% |