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 | $117,418 | $178,174-34.1% | $156,181-24.8% | $137,256-14.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 11.08% | 84.19%-73.1pp | 64.87%-53.8pp | 220.34%-209.3pp |
| Employer contribution / active EE | $2,112 | $4,972-57.5% | $4,294-50.8% | $4,156-49.2% |
| Participant deferral / active EE | $3,965 | $6,888-42.4% | $6,132-35.3% | $6,407-38.1% |
| Admin fee / account holder | $27,845 | $17,404+60.0% | $14,586+90.9% | $12,270+126.9% |