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 | $104,530 | $159,602-34.5% | $150,045-30.3% | $142,382-26.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.58% | 70.24%-53.7pp | 62.55%-46.0pp | 217.08%-200.5pp |
| Employer contribution / active EE | $5,305 | $4,961+6.9% | $4,693+13.0% | $4,299+23.4% |
| Participant deferral / active EE | $15,912 | $8,310+91.5% | $7,997+99.0% | $6,507+144.5% |
| Admin fee / account holder | $10,743 | $14,846-27.6% | $13,435-20.0% | $12,624-14.9% |