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 | $122,542 | $159,602-23.2% | $150,045-18.3% | $142,382-13.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.94% | 70.24%-52.3pp | 62.55%-44.6pp | 217.08%-199.1pp |
| Employer contribution / active EE | $5,545 | $4,961+11.8% | $4,693+18.1% | $4,299+29.0% |
| Participant deferral / active EE | $6,236 | $8,310-25.0% | $7,997-22.0% | $6,507-4.2% |
| Admin fee / account holder | $2,285 | $14,846-84.6% | $13,435-83.0% | $12,624-81.9% |