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 | $104,718 | $198,466-47.2% | $170,442-38.6% | $147,584-29.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.50% | 257.29%-241.8pp | 205.93%-190.4pp | 578.55%-563.1pp |
| Employer contribution / active EE | $3,754 | $6,184-39.3% | $5,433-30.9% | $4,876-23.0% |
| Participant deferral / active EE | $5,814 | $5,629+3.3% | $4,939+17.7% | $5,439+6.9% |
| Admin fee / account holder | $2,779 | $16,852-83.5% | $13,880-80.0% | $10,885-74.5% |