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 | $119,910 | $177,572-32.5% | $154,803-22.5% | $142,382-15.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.80% | 65.07%-49.3pp | 58.88%-43.1pp | 217.08%-201.3pp |
| Employer contribution / active EE | $4,943 | $4,810+2.8% | $4,305+14.8% | $4,299+15.0% |
| Participant deferral / active EE | $8,696 | $6,272+38.7% | $5,540+56.9% | $6,507+33.6% |
| Admin fee / account holder | $9,525 | $16,786-43.3% | $14,329-33.5% | $12,624-24.5% |