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 | $127,538 | $159,602-20.1% | $150,045-15.0% | $142,382-10.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.62% | 70.24%-54.6pp | 62.55%-46.9pp | 217.08%-201.5pp |
| Employer contribution / active EE | $4,530 | $4,961-8.7% | $4,693-3.5% | $4,299+5.4% |
| Participant deferral / active EE | $8,918 | $8,310+7.3% | $7,997+11.5% | $6,507+37.0% |
| Admin fee / account holder | $22,930 | $14,846+54.4% | $13,435+70.7% | $12,624+81.6% |