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 | $138,895 | $159,602-13.0% | $150,045-7.4% | $142,382-2.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.06% | 70.24%-54.2pp | 62.55%-46.5pp | 217.08%-201.0pp |
| Employer contribution / active EE | $2,345 | $4,961-52.7% | $4,693-50.0% | $4,299-45.5% |
| Participant deferral / active EE | $6,059 | $8,310-27.1% | $7,997-24.2% | $6,507-6.9% |
| Admin fee / account holder | $12,622 | $14,846-15.0% | $13,435-6.0% | $12,6240% |