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 | $136,521 | $177,572-23.1% | $154,803-11.8% | $142,382-4.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.80% | 65.07%-51.3pp | 58.88%-45.1pp | 217.08%-203.3pp |
| Employer contribution / active EE | $3,867 | $4,810-19.6% | $4,305-10.2% | $4,299-10.1% |
| Participant deferral / active EE | $14,700 | $6,272+134.4% | $5,540+165.3% | $6,507+125.9% |
| Admin fee / account holder | $2,061 | $16,786-87.7% | $14,329-85.6% | $12,624-83.7% |