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 | $127,452 | $179,726-29.1% | $156,263-18.4% | $142,382-10.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 12.46% | 77.86%-65.4pp | 59.47%-47.0pp | 217.08%-204.6pp |
| Employer contribution / active EE | $2,881 | $5,069-43.2% | $4,333-33.5% | $4,299-33.0% |
| Participant deferral / active EE | $6,749 | $6,956-3.0% | $6,158+9.6% | $6,507+3.7% |
| Admin fee / account holder | $5,194 | $17,272-69.9% | $14,255-63.6% | $12,624-58.9% |