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 | $119,128 | $177,572-32.9% | $154,803-23.0% | $142,382-16.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 11.40% | 65.07%-53.7pp | 58.88%-47.5pp | 217.08%-205.7pp |
| Employer contribution / active EE | $19,503 | $4,810+305.4% | $4,305+353.0% | $4,299+353.6% |
| Participant deferral / active EE | $14,700 | $6,272+134.4% | $5,540+165.3% | $6,507+125.9% |
| Admin fee / account holder | $350,480 | $16,786+1988.0% | $14,329+2345.9% | $12,624+2676.4% |