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 | $132,674 | $177,572-25.3% | $154,803-14.3% | $142,382-6.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.40% | 65.07%-50.7pp | 58.88%-44.5pp | 217.08%-202.7pp |
| Employer contribution / active EE | $9,520 | $4,810+97.9% | $4,305+121.1% | $4,299+121.4% |
| Participant deferral / active EE | $12,281 | $6,272+95.8% | $5,540+121.7% | $6,507+88.7% |
| Admin fee / account holder | $4,844 | $16,786-71.1% | $14,329-66.2% | $12,624-61.6% |