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 | $126,813 | $159,602-20.5% | $150,045-15.5% | $142,382-10.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.87% | 70.24%-52.4pp | 62.55%-44.7pp | 217.08%-199.2pp |
| Employer contribution / active EE | $14,464 | $4,961+191.6% | $4,693+208.2% | $4,299+236.4% |
| Participant deferral / active EE | $12,720 | $8,310+53.1% | $7,997+59.1% | $6,507+95.5% |
| Admin fee / account holder | $602 | $14,846-95.9% | $13,435-95.5% | $12,624-95.2% |