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 | $102,365 | $159,602-35.9% | $150,045-31.8% | $142,382-28.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.85% | 70.24%-54.4pp | 62.55%-46.7pp | 217.08%-201.2pp |
| Employer contribution / active EE | $6,953 | $4,961+40.2% | $4,693+48.2% | $4,299+61.7% |
| Participant deferral / active EE | $6,139 | $8,310-26.1% | $7,997-23.2% | $6,507-5.7% |
| Admin fee / account holder | $497 | $14,846-96.7% | $13,435-96.3% | $12,624-96.1% |