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 | $105,291 | $177,572-40.7% | $154,803-32.0% | $142,382-26.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.22% | 65.07%-51.9pp | 58.88%-45.7pp | 217.08%-203.9pp |
| Employer contribution / active EE | $4,479 | $4,810-6.9% | $4,305+4.0% | $4,299+4.2% |
| Participant deferral / active EE | $5,168 | $6,272-17.6% | $5,540-6.7% | $6,507-20.6% |
| Admin fee / account holder | $17,583 | $16,786+4.7% | $14,329+22.7% | $12,624+39.3% |