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 | $63,850 | $159,602-60.0% | $150,045-57.4% | $142,382-55.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.28% | 70.24%-54.0pp | 62.55%-46.3pp | 217.08%-200.8pp |
| Employer contribution / active EE | $8,822 | $4,961+77.8% | $4,693+88.0% | $4,299+105.2% |
| Participant deferral / active EE | $8,528 | $8,310+2.6% | $7,997+6.6% | $6,507+31.1% |
| Admin fee / account holder | $1,133 | $14,846-92.4% | $13,435-91.6% | $12,624-91.0% |