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 | $135,073 | $179,726-24.8% | $156,263-13.6% | $142,382-5.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 19.44% | 77.86%-58.4pp | 59.47%-40.0pp | 217.08%-197.6pp |
| Employer contribution / active EE | $3,723 | $5,069-26.6% | $4,333-14.1% | $4,299-13.4% |
| Participant deferral / active EE | $6,615 | $6,956-4.9% | $6,158+7.4% | $6,507+1.7% |
| Admin fee / account holder | $499 | $17,272-97.1% | $14,255-96.5% | $12,624-96.0% |