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 | $125,081 | $183,592-31.9% | $155,567-19.6% | $145,959-14.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.80% | 61.24%-47.4pp | 64.74%-50.9pp | 561.95%-548.2pp |
| Employer contribution / active EE | $1,528 | $5,315-71.3% | $4,674-67.3% | $4,661-67.2% |
| Participant deferral / active EE | $5,279 | $6,464-18.3% | $5,628-6.2% | $6,689-21.1% |
| Admin fee / account holder | $563 | $19,318-97.1% | $15,916-96.5% | $13,398-95.8% |