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 | $110,427 | $159,602-30.8% | $150,045-26.4% | $142,382-22.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 13.07% | 70.24%-57.2pp | 62.55%-49.5pp | 217.08%-204.0pp |
| Employer contribution / active EE | $2,071 | $4,961-58.2% | $4,693-55.9% | $4,299-51.8% |
| Participant deferral / active EE | $8,413 | $8,310+1.2% | $7,997+5.2% | $6,507+29.3% |
| Admin fee / account holder | $811 | $14,846-94.5% | $13,435-94.0% | $12,624-93.6% |