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 | $102,727 | $177,572-42.1% | $154,803-33.6% | $142,382-27.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.15% | 65.07%-50.9pp | 58.88%-44.7pp | 217.08%-202.9pp |
| Employer contribution / active EE | $5,881 | $4,810+22.3% | $4,305+36.6% | $4,299+36.8% |
| Participant deferral / active EE | $6,315 | $6,272+0.7% | $5,540+14.0% | $6,507-3.0% |
| Admin fee / account holder | $1,152 | $16,786-93.1% | $14,329-92.0% | $12,624-90.9% |