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 | $88,427 | $159,934-44.7% | $147,005-39.8% | $145,959-39.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.05% | 98.24%-85.2pp | 418.76%-405.7pp | 561.95%-548.9pp |
| Employer contribution / active EE | $5,327 | $5,287+0.7% | $4,934+8.0% | $4,661+14.3% |
| Participant deferral / active EE | $12,569 | $8,427+49.1% | $8,070+55.8% | $6,689+87.9% |
| Admin fee / account holder | $2,406 | $15,053-84.0% | $13,006-81.5% | $13,398-82.0% |