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 | $118,270 | $209,411-43.5% | $178,490-33.7% | $158,922-25.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.52% | 188.75%-174.2pp | 151.07%-136.6pp | 302.83%-288.3pp |
| Employer contribution / active EE | $10,071 | $5,706+76.5% | $5,011+101.0% | $4,761+111.5% |
| Participant deferral / active EE | $13,432 | $5,954+125.6% | $5,202+158.2% | $5,982+124.5% |
| Admin fee / account holder | $12,585 | $17,074-26.3% | $13,984-10.0% | $11,246+11.9% |