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 | $137,747 | $179,726-23.4% | $156,263-11.8% | $142,382-3.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 10.42% | 77.86%-67.4pp | 59.47%-49.0pp | 217.08%-206.7pp |
| Employer contribution / active EE | $3,330 | $5,069-34.3% | $4,333-23.2% | $4,299-22.6% |
| Participant deferral / active EE | $4,516 | $6,956-35.1% | $6,158-26.7% | $6,507-30.6% |
| Admin fee / account holder | $1,023 | $17,272-94.1% | $14,255-92.8% | $12,624-91.9% |