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 | $115,914 | $214,378-45.9% | $200,582-42.2% | $142,382-18.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 20.39% | 46.41%-26.0pp | 42.33%-21.9pp | 217.08%-196.7pp |
| Employer contribution / active EE | $4,444 | $6,841-35.0% | $6,419-30.8% | $4,299+3.4% |
| Participant deferral / active EE | $14,424 | $9,865+46.2% | $9,331+54.6% | $6,507+121.7% |
| Admin fee / account holder | $150,031 | $17,692+748.0% | $16,305+820.2% | $12,624+1088.5% |