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 | $104,893 | $177,572-40.9% | $154,803-32.2% | $142,382-26.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 21.93% | 65.07%-43.1pp | 58.88%-37.0pp | 217.08%-195.1pp |
| Employer contribution / active EE | $2,454 | $4,810-49.0% | $4,305-43.0% | $4,299-42.9% |
| Participant deferral / active EE | $7,296 | $6,272+16.3% | $5,540+31.7% | $6,507+12.1% |
| Admin fee / account holder | $1,758 | $16,786-89.5% | $14,329-87.7% | $12,624-86.1% |