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 | $132,132 | $154,228-14.3% | $145,433-9.1% | $137,256-3.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.60% | 74.59%-59.0pp | 66.58%-51.0pp | 220.34%-204.7pp |
| Employer contribution / active EE | $5,028 | $4,804+4.7% | $4,554+10.4% | $4,156+21.0% |
| Participant deferral / active EE | $11,272 | $8,216+37.2% | $7,897+42.7% | $6,407+75.9% |
| Admin fee / account holder | $1,285 | $14,344-91.0% | $13,129-90.2% | $12,270-89.5% |