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 | $129,800 | $198,466-34.6% | $170,442-23.8% | $147,584-12.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.75% | 257.29%-241.5pp | 205.93%-190.2pp | 578.55%-562.8pp |
| Employer contribution / active EE | $7,712 | $6,184+24.7% | $5,433+42.0% | $4,876+58.2% |
| Participant deferral / active EE | $4,850 | $5,629-13.8% | $4,939-1.8% | $5,439-10.8% |
| Admin fee / account holder | $16,400 | $16,852-2.7% | $13,880+18.2% | $10,885+50.7% |