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 | $137,409 | $197,591-30.5% | $177,821-22.7% | $158,922-13.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 7.20% | 58.76%-51.6pp | 48.32%-41.1pp | 302.83%-295.6pp |
| Employer contribution / active EE | $3,452 | $6,697-48.5% | $5,918-41.7% | $4,761-27.5% |
| Participant deferral / active EE | $12,477 | $8,405+48.4% | $7,714+61.7% | $5,982+108.6% |
| Admin fee / account holder | $3,018 | $15,399-80.4% | $12,427-75.7% | $11,246-73.2% |