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 | $111,610 | $177,572-37.1% | $154,803-27.9% | $142,382-21.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 12.30% | 65.07%-52.8pp | 58.88%-46.6pp | 217.08%-204.8pp |
| Employer contribution / active EE | $2,453 | $4,810-49.0% | $4,305-43.0% | $4,299-42.9% |
| Participant deferral / active EE | $6,354 | $6,272+1.3% | $5,540+14.7% | $6,507-2.4% |
| Admin fee / account holder | $38,670 | $16,786+130.4% | $14,329+169.9% | $12,624+206.3% |