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 | $106,174 | $154,228-31.2% | $145,433-27.0% | $137,256-22.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.34% | 74.59%-61.2pp | 66.58%-53.2pp | 220.34%-207.0pp |
| Employer contribution / active EE | $6,085 | $4,804+26.7% | $4,554+33.6% | $4,156+46.4% |
| Participant deferral / active EE | $11,458 | $8,216+39.5% | $7,897+45.1% | $6,407+78.8% |
| Admin fee / account holder | $30,021 | $14,344+109.3% | $13,129+128.7% | $12,270+144.7% |