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 | $137,996 | $197,591-30.2% | $177,821-22.4% | $158,922-13.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 23.10% | 58.76%-35.7pp | 48.32%-25.2pp | 302.83%-279.7pp |
| Employer contribution / active EE | $4,934 | $6,697-26.3% | $5,918-16.6% | $4,761+3.6% |
| Participant deferral / active EE | $10,382 | $8,405+23.5% | $7,714+34.6% | $5,982+73.5% |
| Admin fee / account holder | $26,231 | $15,399+70.3% | $12,427+111.1% | $11,246+133.3% |