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 | $159,530 | $173,340-8.0% | $136,007+17.3% | $145,959+9.3% |
| Participation rate | 100.0% | 80.5%+19.5pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.70% | 1163.32%-1153.6pp | 579.32%-569.6pp | 561.95%-552.2pp |
| Employer contribution / active EE | $1,626 | $5,275-69.2% | $4,215-61.4% | $4,661-65.1% |
| Participant deferral / active EE | $4,277 | $8,699-50.8% | $7,024-39.1% | $6,689-36.1% |
| Admin fee / account holder | $1,061 | $9,954-89.3% | $6,858-84.5% | $13,398-92.1% |