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 | $65,991 | $177,572-62.8% | $154,803-57.4% | $142,382-53.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 11.49% | 65.07%-53.6pp | 58.88%-47.4pp | 217.08%-205.6pp |
| Employer contribution / active EE | $5,468 | $4,810+13.7% | $4,305+27.0% | $4,299+27.2% |
| Participant deferral / active EE | $7,194 | $6,272+14.7% | $5,540+29.8% | $6,507+10.6% |
| Admin fee / account holder | $5,394 | $16,786-67.9% | $14,329-62.4% | $12,624-57.3% |