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 | $122,136 | $209,411-41.7% | $178,490-31.6% | $158,922-23.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.08% | 188.75%-175.7pp | 151.07%-138.0pp | 302.83%-289.7pp |
| Employer contribution / active EE | $4,674 | $5,706-18.1% | $5,011-6.7% | $4,761-1.8% |
| Participant deferral / active EE | $10,228 | $5,954+71.8% | $5,202+96.6% | $5,982+71.0% |
| Admin fee / account holder | $924 | $17,074-94.6% | $13,984-93.4% | $11,246-91.8% |