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 | $127,259 | $202,432-37.1% | $169,368-24.9% | $139,434-8.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 15.70% | 531.74%-516.0pp | 405.60%-389.9pp | 372.94%-357.2pp |
| Employer contribution / active EE | $3,390 | $4,692-27.7% | $4,013-15.5% | $4,751-28.6% |
| Participant deferral / active EE | $4,853 | $6,938-30.1% | $6,221-22.0% | $6,710-27.7% |
| Admin fee / account holder | $2,659 | $10,708-75.2% | $9,003-70.5% | $11,403-76.7% |