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 | $103,792 | $198,466-47.7% | $170,442-39.1% | $147,584-29.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 20.55% | 257.29%-236.7pp | 205.93%-185.4pp | 578.55%-558.0pp |
| Employer contribution / active EE | $7,241 | $6,184+17.1% | $5,433+33.3% | $4,876+48.5% |
| Participant deferral / active EE | $4,229 | $5,629-24.9% | $4,939-14.4% | $5,439-22.2% |
| Admin fee / account holder | $488 | $16,852-97.1% | $13,880-96.5% | $10,885-95.5% |