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 | $120,737 | $177,572-32.0% | $154,803-22.0% | $142,382-15.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.03% | 65.07%-51.0pp | 58.88%-44.9pp | 217.08%-203.0pp |
| Employer contribution / active EE | $2,799 | $4,810-41.8% | $4,305-35.0% | $4,299-34.9% |
| Participant deferral / active EE | $4,399 | $6,272-29.9% | $5,540-20.6% | $6,507-32.4% |
| Admin fee / account holder | $1,315 | $16,786-92.2% | $14,329-90.8% | $12,624-89.6% |