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 | $104,737 | $209,411-50.0% | $178,490-41.3% | $158,922-34.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.51% | 188.75%-178.2pp | 151.07%-140.6pp | 302.83%-292.3pp |
| Employer contribution / active EE | $7,058 | $5,706+23.7% | $5,011+40.9% | $4,761+48.2% |
| Participant deferral / active EE | $3,644 | $5,954-38.8% | $5,202-29.9% | $5,982-39.1% |
| Admin fee / account holder | $5,266 | $17,074-69.2% | $13,984-62.3% | $11,246-53.2% |