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 | $116,897 | $177,572-34.2% | $154,803-24.5% | $142,382-17.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.66% | 65.07%-47.4pp | 58.88%-41.2pp | 217.08%-199.4pp |
| Employer contribution / active EE | $3,747 | $4,810-22.1% | $4,305-13.0% | $4,299-12.8% |
| Participant deferral / active EE | $12,087 | $6,272+92.7% | $5,540+118.2% | $6,507+85.7% |
| Admin fee / account holder | $48,168 | $16,786+187.0% | $14,329+236.2% | $12,624+281.6% |