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 | $138,947 | $172,478-19.4% | $145,661-4.6% | $142,382-2.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.2%+22.8pp | 80.1%+19.9pp |
| Annual return | 15.69% | 151.09%-135.4pp | 101.46%-85.8pp | 217.08%-201.4pp |
| Employer contribution / active EE | $3,591 | $4,899-26.7% | $4,238-15.3% | $4,299-16.5% |
| Participant deferral / active EE | $9,635 | $8,348+15.4% | $7,198+33.8% | $6,507+48.1% |
| Admin fee / account holder | $1,374 | $16,864-91.9% | $12,466-89.0% | $12,624-89.1% |