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 | $140,713 | $159,602-11.8% | $150,045-6.2% | $142,382-1.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.39% | 70.24%-52.8pp | 62.55%-45.2pp | 217.08%-199.7pp |
| Employer contribution / active EE | $4,476 | $4,961-9.8% | $4,693-4.6% | $4,299+4.1% |
| Participant deferral / active EE | $6,678 | $8,310-19.6% | $7,997-16.5% | $6,507+2.6% |
| Admin fee / account holder | $16,018 | $14,846+7.9% | $13,435+19.2% | $12,624+26.9% |