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 | $123,387 | $183,519-32.8% | $155,509-20.7% | $145,922-15.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.39% | 61.17%-47.8pp | 64.67%-51.3pp | 561.29%-547.9pp |
| Employer contribution / active EE | $4,929 | $5,313-7.2% | $4,672+5.5% | $4,660+5.8% |
| Participant deferral / active EE | $6,702 | $6,462+3.7% | $5,626+19.1% | $6,688+0.2% |
| Admin fee / account holder | $807 | $19,313-95.8% | $15,912-94.9% | $13,397-94.0% |