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 | $103,052 | $183,519-43.8% | $155,509-33.7% | $145,922-29.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.23% | 61.17%-44.9pp | 64.67%-48.4pp | 561.29%-545.1pp |
| Employer contribution / active EE | $2,545 | $5,313-52.1% | $4,672-45.5% | $4,660-45.4% |
| Participant deferral / active EE | $7,489 | $6,462+15.9% | $5,626+33.1% | $6,688+12.0% |
| Admin fee / account holder | $2,110 | $19,313-89.1% | $15,912-86.7% | $13,397-84.2% |