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 | $124,015 | $177,572-30.2% | $154,803-19.9% | $142,382-12.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.13% | 65.07%-49.9pp | 58.88%-43.8pp | 217.08%-201.9pp |
| Employer contribution / active EE | $1,556 | $4,810-67.6% | $4,305-63.8% | $4,299-63.8% |
| Participant deferral / active EE | $5,085 | $6,272-18.9% | $5,540-8.2% | $6,507-21.9% |
| Admin fee / account holder | $1,702 | $16,786-89.9% | $14,329-88.1% | $12,624-86.5% |