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 | $124,996 | $177,572-29.6% | $154,803-19.3% | $142,382-12.2% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.1%+11.9pp | 80.1%+9.9pp |
| Annual return | 13.28% | 65.07%-51.8pp | 58.88%-45.6pp | 217.08%-203.8pp |
| Employer contribution / active EE | $7,317 | $4,810+52.1% | $4,305+70.0% | $4,299+70.2% |
| Participant deferral / active EE | $7,396 | $6,272+17.9% | $5,540+33.5% | $6,507+13.7% |
| Admin fee / account holder | $124,770 | $16,786+643.3% | $14,329+770.7% | $12,624+888.4% |