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 | $93,135 | $198,466-53.1% | $170,442-45.4% | $147,584-36.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 9.64% | 257.29%-247.7pp | 205.93%-196.3pp | 578.55%-568.9pp |
| Employer contribution / active EE | $6,909 | $6,184+11.7% | $5,433+27.2% | $4,876+41.7% |
| Participant deferral / active EE | $3,351 | $5,629-40.5% | $4,939-32.2% | $5,439-38.4% |
| Admin fee / account holder | $4,137 | $16,852-75.5% | $13,880-70.2% | $10,885-62.0% |