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 | $129,541 | $177,572-27.0% | $154,803-16.3% | $142,382-9.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.48% | 65.07%-48.6pp | 58.88%-42.4pp | 217.08%-200.6pp |
| Employer contribution / active EE | $4,299 | $4,810-10.6% | $4,305-0.1% | $4,2990% |
| Participant deferral / active EE | $4,397 | $6,272-29.9% | $5,540-20.6% | $6,507-32.4% |
| Admin fee / account holder | $1,858 | $16,786-88.9% | $14,329-87.0% | $12,624-85.3% |