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 | $36,026 | $177,572-79.7% | $154,803-76.7% | $142,382-74.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.66% | 65.07%-47.4pp | 58.88%-41.2pp | 217.08%-199.4pp |
| Employer contribution / active EE | $3,142 | $4,810-34.7% | $4,305-27.0% | $4,299-26.9% |
| Participant deferral / active EE | $6,279 | $6,272+0.1% | $5,540+13.3% | $6,507-3.5% |
| Admin fee / account holder | $14,745 | $16,786-12.2% | $14,329+2.9% | $12,624+16.8% |