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 | $134,694 | $154,228-12.7% | $145,433-7.4% | $137,256-1.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.39% | 74.59%-53.2pp | 66.58%-45.2pp | 220.34%-198.9pp |
| Employer contribution / active EE | $14,728 | $4,804+206.6% | $4,554+223.4% | $4,156+254.4% |
| Participant deferral / active EE | $7,500 | $8,216-8.7% | $7,897-5.0% | $6,407+17.1% |
| Admin fee / account holder | $2,823 | $14,344-80.3% | $13,129-78.5% | $12,270-77.0% |