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 | $115,376 | $154,117-25.1% | $129,995-11.2% | $139,434-17.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 51.01% | 32.48%+18.5pp | -137.18%+188.2pp | 372.94%-321.9pp |
| Employer contribution / active EE | $4,506 | $5,289-14.8% | $4,320+4.3% | $4,751-5.1% |
| Participant deferral / active EE | $10,574 | $6,710+57.6% | $5,820+81.7% | $6,710+57.6% |
| Admin fee / account holder | $1,572 | $14,007-88.8% | $10,614-85.2% | $11,403-86.2% |