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 | $131,923 | $177,572-25.7% | $154,803-14.8% | $142,382-7.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 12.24% | 65.07%-52.8pp | 58.88%-46.6pp | 217.08%-204.8pp |
| Employer contribution / active EE | $3,913 | $4,810-18.7% | $4,305-9.1% | $4,299-9.0% |
| Participant deferral / active EE | $11,031 | $6,272+75.9% | $5,540+99.1% | $6,507+69.5% |
| Admin fee / account holder | $122,650 | $16,786+630.7% | $14,329+755.9% | $12,624+871.6% |