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 | $112,281 | $159,602-29.6% | $150,045-25.2% | $142,382-21.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.78% | 70.24%-54.5pp | 62.55%-46.8pp | 217.08%-201.3pp |
| Employer contribution / active EE | $2,155 | $4,961-56.5% | $4,693-54.1% | $4,299-49.9% |
| Participant deferral / active EE | $3,690 | $8,310-55.6% | $7,997-53.9% | $6,507-43.3% |
| Admin fee / account holder | $16,824 | $14,846+13.3% | $13,435+25.2% | $12,624+33.3% |