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 | $111,528 | $114,381-2.5% | $107,525+3.7% | $142,382-21.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 14.81% | 242.71%-227.9pp | 181.32%-166.5pp | 217.08%-202.3pp |
| Employer contribution / active EE | $1,109 | $4,015-72.4% | $3,754-70.5% | $4,299-74.2% |
| Participant deferral / active EE | $1,550 | $5,564-72.2% | $5,116-69.7% | $6,507-76.2% |
| Admin fee / account holder | $1,061 | $9,860-89.2% | $8,919-88.1% | $12,624-91.6% |