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 | $102,810 | $159,602-35.6% | $150,045-31.5% | $142,382-27.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.96% | 70.24%-55.3pp | 62.55%-47.6pp | 217.08%-202.1pp |
| Employer contribution / active EE | $4,070 | $4,961-17.9% | $4,693-13.3% | $4,299-5.3% |
| Participant deferral / active EE | $11,079 | $8,310+33.3% | $7,997+38.5% | $6,507+70.3% |
| Admin fee / account holder | $1,360 | $14,846-90.8% | $13,435-89.9% | $12,624-89.2% |