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 | $132,779 | $177,572-25.2% | $154,803-14.2% | $142,382-6.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.94% | 65.07%-50.1pp | 58.88%-43.9pp | 217.08%-202.1pp |
| Employer contribution / active EE | $3,044 | $4,810-36.7% | $4,305-29.3% | $4,299-29.2% |
| Participant deferral / active EE | $9,168 | $6,272+46.2% | $5,540+65.5% | $6,507+40.9% |
| Admin fee / account holder | $17,519 | $16,786+4.4% | $14,329+22.3% | $12,624+38.8% |