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 | $111,802 | $177,572-37.0% | $154,803-27.8% | $142,382-21.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.33% | 65.07%-49.7pp | 58.88%-43.5pp | 217.08%-201.7pp |
| Employer contribution / active EE | $2,018 | $4,810-58.0% | $4,305-53.1% | $4,299-53.1% |
| Participant deferral / active EE | $8,246 | $6,272+31.5% | $5,540+48.8% | $6,507+26.7% |
| Admin fee / account holder | $1,467 | $16,786-91.3% | $14,329-89.8% | $12,624-88.4% |