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 | $115,978 | $227,553-49.0% | $189,557-38.8% | $167,490-30.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 34.78% | 78.40%-43.6pp | 64.17%-29.4pp | 478.56%-443.8pp |
| Employer contribution / active EE | $1,226 | $5,316-76.9% | $4,412-72.2% | $4,837-74.6% |
| Participant deferral / active EE | $4,121 | $7,002-41.1% | $6,174-33.3% | $6,341-35.0% |
| Admin fee / account holder | $715 | $11,878-94.0% | $9,807-92.7% | $12,309-94.2% |