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 | $131,621 | $177,572-25.9% | $154,803-15.0% | $142,382-7.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.57% | 65.07%-49.5pp | 58.88%-43.3pp | 217.08%-201.5pp |
| Employer contribution / active EE | $10,277 | $4,810+113.6% | $4,305+138.7% | $4,299+139.0% |
| Participant deferral / active EE | $3,617 | $6,272-42.3% | $5,540-34.7% | $6,507-44.4% |
| Admin fee / account holder | $1,571 | $16,786-90.6% | $14,329-89.0% | $12,624-87.6% |