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 | $133,788 | $202,432-33.9% | $169,368-21.0% | $139,434-4.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.39% | 531.74%-520.3pp | 405.60%-394.2pp | 372.94%-361.5pp |
| Employer contribution / active EE | $2,363 | $4,692-49.6% | $4,013-41.1% | $4,751-50.3% |
| Participant deferral / active EE | $6,751 | $6,938-2.7% | $6,221+8.5% | $6,710+0.6% |
| Admin fee / account holder | $2,594 | $10,708-75.8% | $9,003-71.2% | $11,403-77.3% |