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 | $122,921 | $148,534-17.2% | $135,903-9.6% | $139,434-11.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.07% | 79.19%-66.1pp | 68.23%-55.2pp | 372.94%-359.9pp |
| Employer contribution / active EE | $3,084 | $5,243-41.2% | $4,856-36.5% | $4,751-35.1% |
| Participant deferral / active EE | $12,838 | $8,100+58.5% | $7,758+65.5% | $6,710+91.3% |
| Admin fee / account holder | $1,238 | $12,400-90.0% | $10,762-88.5% | $11,403-89.1% |