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 | $129,107 | $179,726-28.2% | $156,263-17.4% | $142,382-9.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 13.89% | 77.86%-64.0pp | 59.47%-45.6pp | 217.08%-203.2pp |
| Employer contribution / active EE | $14,948 | $5,069+194.9% | $4,333+245.0% | $4,299+247.7% |
| Participant deferral / active EE | $10,461 | $6,956+50.4% | $6,158+69.9% | $6,507+60.8% |
| Admin fee / account holder | $2,080 | $17,272-88.0% | $14,255-85.4% | $12,624-83.5% |