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 | $138,245 | $159,602-13.4% | $150,045-7.9% | $142,382-2.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.10% | 70.24%-51.1pp | 62.55%-43.5pp | 217.08%-198.0pp |
| Employer contribution / active EE | $4,073 | $4,961-17.9% | $4,693-13.2% | $4,299-5.3% |
| Participant deferral / active EE | $10,148 | $8,310+22.1% | $7,997+26.9% | $6,507+55.9% |
| Admin fee / account holder | $6,103 | $14,846-58.9% | $13,435-54.6% | $12,624-51.7% |