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 | $139,780 | $209,411-33.3% | $178,490-21.7% | $158,922-12.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.63% | 188.75%-175.1pp | 151.07%-137.4pp | 302.83%-289.2pp |
| Employer contribution / active EE | $7,551 | $5,706+32.3% | $5,011+50.7% | $4,761+58.6% |
| Participant deferral / active EE | $6,325 | $5,954+6.2% | $5,202+21.6% | $5,982+5.7% |
| Admin fee / account holder | $2,402 | $17,074-85.9% | $13,984-82.8% | $11,246-78.6% |