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 | $132,118 | $214,378-38.4% | $200,582-34.1% | $142,382-7.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 15.24% | 46.41%-31.2pp | 42.33%-27.1pp | 217.08%-201.8pp |
| Employer contribution / active EE | $2,575 | $6,841-62.4% | $6,419-59.9% | $4,299-40.1% |
| Participant deferral / active EE | $5,084 | $9,865-48.5% | $9,331-45.5% | $6,507-21.9% |
| Admin fee / account holder | $808 | $17,692-95.4% | $16,305-95.0% | $12,624-93.6% |