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 | $139,980 | $238,490-41.3% | $180,183-22.3% | $142,382-1.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 13.69% | 33.56%-19.9pp | 27.86%-14.2pp | 217.08%-203.4pp |
| Employer contribution / active EE | $3,221 | $6,143-47.6% | $5,039-36.1% | $4,299-25.1% |
| Participant deferral / active EE | $9,100 | $7,996+13.8% | $6,822+33.4% | $6,507+39.8% |
| Admin fee / account holder | $21,775 | $28,866-24.6% | $19,975+9.0% | $12,624+72.5% |