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 | $111,391 | $177,572-37.3% | $154,803-28.0% | $142,382-21.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.24% | 65.07%-45.8pp | 58.88%-39.6pp | 217.08%-197.8pp |
| Employer contribution / active EE | $10,775 | $4,810+124.0% | $4,305+150.3% | $4,299+150.6% |
| Participant deferral / active EE | $10,440 | $6,272+66.5% | $5,540+88.4% | $6,507+60.4% |
| Admin fee / account holder | $783 | $16,786-95.3% | $14,329-94.5% | $12,624-93.8% |