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 | $120,444 | $183,519-34.4% | $155,509-22.5% | $145,922-17.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.32% | 61.17%-51.8pp | 64.67%-55.3pp | 561.29%-552.0pp |
| Employer contribution / active EE | $5,745 | $5,313+8.1% | $4,672+23.0% | $4,660+23.3% |
| Participant deferral / active EE | $8,019 | $6,462+24.1% | $5,626+42.5% | $6,688+19.9% |
| Admin fee / account holder | $15,540 | $19,313-19.5% | $15,912-2.3% | $13,397+16.0% |