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 | $135,588 | $177,572-23.6% | $154,803-12.4% | $142,382-4.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.17% | 65.07%-50.9pp | 58.88%-44.7pp | 217.08%-202.9pp |
| Employer contribution / active EE | $3,739 | $4,810-22.3% | $4,305-13.2% | $4,299-13.0% |
| Participant deferral / active EE | $3,295 | $6,272-47.5% | $5,540-40.5% | $6,507-49.4% |
| Admin fee / account holder | $3,818 | $16,786-77.3% | $14,329-73.4% | $12,624-69.8% |