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 | $97,299 | $177,572-45.2% | $154,803-37.1% | $142,382-31.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.02% | 65.07%-49.1pp | 58.88%-42.9pp | 217.08%-201.1pp |
| Employer contribution / active EE | $6,498 | $4,810+35.1% | $4,305+50.9% | $4,299+51.1% |
| Participant deferral / active EE | $6,481 | $6,272+3.3% | $5,540+17.0% | $6,507-0.4% |
| Admin fee / account holder | $4,995 | $16,786-70.2% | $14,329-65.1% | $12,624-60.4% |