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 | $117,347 | $159,602-26.5% | $150,045-21.8% | $142,382-17.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.26% | 70.24%-53.0pp | 62.55%-45.3pp | 217.08%-199.8pp |
| Employer contribution / active EE | $4,816 | $4,961-2.9% | $4,693+2.6% | $4,299+12.0% |
| Participant deferral / active EE | $16,331 | $8,310+96.5% | $7,997+104.2% | $6,507+151.0% |
| Admin fee / account holder | $25,011 | $14,846+68.5% | $13,435+86.2% | $12,624+98.1% |