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 | $96,327 | $154,228-37.5% | $145,433-33.8% | $137,256-29.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.45% | 74.59%-56.1pp | 66.58%-48.1pp | 220.34%-201.9pp |
| Employer contribution / active EE | $5,083 | $4,804+5.8% | $4,554+11.6% | $4,156+22.3% |
| Participant deferral / active EE | $17,051 | $8,216+107.5% | $7,897+115.9% | $6,407+166.1% |
| Admin fee / account holder | $13,591 | $14,344-5.2% | $13,129+3.5% | $12,270+10.8% |