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 | $120,781 | $179,726-32.8% | $156,263-22.7% | $142,382-15.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 15.82% | 77.86%-62.0pp | 59.47%-43.7pp | 217.08%-201.3pp |
| Employer contribution / active EE | $5,806 | $5,069+14.5% | $4,333+34.0% | $4,299+35.1% |
| Participant deferral / active EE | $7,688 | $6,956+10.5% | $6,158+24.8% | $6,507+18.1% |
| Admin fee / account holder | $6,889 | $17,272-60.1% | $14,255-51.7% | $12,624-45.4% |