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 | $114,704 | $154,228-25.6% | $145,433-21.1% | $137,256-16.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.81% | 74.59%-61.8pp | 66.58%-53.8pp | 220.34%-207.5pp |
| Employer contribution / active EE | $19,234 | $4,804+300.4% | $4,554+322.3% | $4,156+362.8% |
| Participant deferral / active EE | $13,993 | $8,216+70.3% | $7,897+77.2% | $6,407+118.4% |
| Admin fee / account holder | $708 | $14,344-95.1% | $13,129-94.6% | $12,270-94.2% |