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 | $129,270 | $201,272-35.8% | $184,203-29.8% | $145,922-11.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.70% | 29.00%-19.3pp | 28.81%-19.1pp | 561.29%-551.6pp |
| Employer contribution / active EE | $2,696 | $7,022-61.6% | $6,427-58.1% | $4,660-42.1% |
| Participant deferral / active EE | $5,300 | $9,806-45.9% | $9,131-42.0% | $6,688-20.7% |
| Admin fee / account holder | $3,372 | $16,364-79.4% | $13,901-75.7% | $13,397-74.8% |