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 | $118,913 | $177,572-33.0% | $154,803-23.2% | $142,382-16.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 22.53% | 65.07%-42.5pp | 58.88%-36.3pp | 217.08%-194.5pp |
| Employer contribution / active EE | $4,096 | $4,810-14.8% | $4,305-4.9% | $4,299-4.7% |
| Participant deferral / active EE | $13,314 | $6,272+112.3% | $5,540+140.3% | $6,507+104.6% |
| Admin fee / account holder | $6,958 | $16,786-58.5% | $14,329-51.4% | $12,624-44.9% |