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 | $116,558 | $198,466-41.3% | $170,442-31.6% | $147,584-21.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 11.63% | 257.29%-245.7pp | 205.93%-194.3pp | 578.55%-566.9pp |
| Employer contribution / active EE | $3,838 | $6,184-37.9% | $5,433-29.4% | $4,876-21.3% |
| Participant deferral / active EE | $2,907 | $5,629-48.4% | $4,939-41.1% | $5,439-46.5% |
| Admin fee / account holder | $6,746 | $16,852-60.0% | $13,880-51.4% | $10,885-38.0% |