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 | $137,877 | $165,984-16.9% | $164,813-16.3% | $145,922-5.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.54% | 100.03%-84.5pp | 69.93%-54.4pp | 561.29%-545.7pp |
| Employer contribution / active EE | $8,324 | $5,273+57.9% | $4,341+91.8% | $4,660+78.6% |
| Participant deferral / active EE | $4,781 | $6,959-31.3% | $6,031-20.7% | $6,688-28.5% |
| Admin fee / account holder | $5,377 | $16,648-67.7% | $12,690-57.6% | $13,397-59.9% |