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 | $164,961 | $217,402-24.1% | $185,823-11.2% | $167,490-1.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.90% | 148.36%-135.5pp | 122.05%-109.2pp | 478.56%-465.7pp |
| Employer contribution / active EE | $7,397 | $5,873+25.9% | $5,167+43.1% | $4,837+52.9% |
| Participant deferral / active EE | $5,903 | $6,356-7.1% | $5,568+6.0% | $6,341-6.9% |
| Admin fee / account holder | $778 | $19,811-96.1% | $16,237-95.2% | $12,309-93.7% |