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 | $125,495 | $154,228-18.6% | $145,433-13.7% | $137,256-8.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.83% | 74.59%-54.8pp | 66.58%-46.7pp | 220.34%-200.5pp |
| Employer contribution / active EE | $4,341 | $4,804-9.6% | $4,554-4.7% | $4,156+4.4% |
| Participant deferral / active EE | $14,753 | $8,216+79.6% | $7,897+86.8% | $6,407+130.3% |
| Admin fee / account holder | $2,952 | $14,344-79.4% | $13,129-77.5% | $12,270-75.9% |