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 | $118,874 | $176,056-32.5% | $159,436-25.4% | $167,490-29.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.68% | 331.75%-315.1pp | 263.57%-246.9pp | 478.56%-461.9pp |
| Employer contribution / active EE | $9,643 | $5,297+82.0% | $4,829+99.7% | $4,837+99.3% |
| Participant deferral / active EE | $6,926 | $7,750-10.6% | $7,352-5.8% | $6,341+9.2% |
| Admin fee / account holder | $1,064 | $12,554-91.5% | $10,799-90.1% | $12,309-91.4% |