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 | $201,324 | $179,726+12.0% | $156,263+28.8% | $142,382+41.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 15.64% | 77.86%-62.2pp | 59.47%-43.8pp | 217.08%-201.4pp |
| Employer contribution / active EE | $2,329 | $5,069-54.1% | $4,333-46.2% | $4,299-45.8% |
| Participant deferral / active EE | $5,706 | $6,956-18.0% | $6,158-7.3% | $6,507-12.3% |
| Admin fee / account holder | $1,535 | $17,272-91.1% | $14,255-89.2% | $12,624-87.8% |