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 | $140,079 | $177,572-21.1% | $154,803-9.5% | $142,382-1.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 12.46% | 65.07%-52.6pp | 58.88%-46.4pp | 217.08%-204.6pp |
| Employer contribution / active EE | $8,238 | $4,810+71.3% | $4,305+91.3% | $4,299+91.6% |
| Participant deferral / active EE | $9,420 | $6,272+50.2% | $5,540+70.0% | $6,507+44.8% |
| Admin fee / account holder | $14,019 | $16,786-16.5% | $14,329-2.2% | $12,624+11.1% |