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 | $132,485 | $177,572-25.4% | $154,803-14.4% | $142,382-7.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.41% | 65.07%-45.7pp | 58.88%-39.5pp | 217.08%-197.7pp |
| Employer contribution / active EE | $2,660 | $4,810-44.7% | $4,305-38.2% | $4,299-38.1% |
| Participant deferral / active EE | $8,353 | $6,272+33.2% | $5,540+50.8% | $6,507+28.4% |
| Admin fee / account holder | $2,287 | $16,786-86.4% | $14,329-84.0% | $12,624-81.9% |