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 | $139,260 | $159,602-12.7% | $150,045-7.2% | $142,382-2.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 42.30% | 70.24%-27.9pp | 62.55%-20.2pp | 217.08%-174.8pp |
| Employer contribution / active EE | $3,016 | $4,961-39.2% | $4,693-35.7% | $4,299-29.8% |
| Participant deferral / active EE | $15,162 | $8,310+82.5% | $7,997+89.6% | $6,507+133.0% |
| Admin fee / account holder | $5,291 | $14,846-64.4% | $13,435-60.6% | $12,624-58.1% |