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 | $113,985 | $159,602-28.6% | $150,045-24.0% | $142,382-19.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.49% | 70.24%-55.7pp | 62.55%-48.1pp | 217.08%-202.6pp |
| Employer contribution / active EE | $5,443 | $4,961+9.7% | $4,693+16.0% | $4,299+26.6% |
| Participant deferral / active EE | $9,725 | $8,310+17.0% | $7,997+21.6% | $6,507+49.5% |
| Admin fee / account holder | $19,157 | $14,846+29.0% | $13,435+42.6% | $12,624+51.8% |