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 | $128,667 | $177,572-27.5% | $154,803-16.9% | $142,382-9.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.01% | 65.07%-48.1pp | 58.88%-41.9pp | 217.08%-200.1pp |
| Employer contribution / active EE | $3,388 | $4,810-29.6% | $4,305-21.3% | $4,299-21.2% |
| Participant deferral / active EE | $13,292 | $6,272+111.9% | $5,540+139.9% | $6,507+104.3% |
| Admin fee / account holder | $6,307 | $16,786-62.4% | $14,329-56.0% | $12,624-50.0% |