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 | $114,194 | $179,726-36.5% | $156,263-26.9% | $142,382-19.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 14.08% | 77.86%-63.8pp | 59.47%-45.4pp | 217.08%-203.0pp |
| Employer contribution / active EE | $5,688 | $5,069+12.2% | $4,333+31.3% | $4,299+32.3% |
| Participant deferral / active EE | $15,664 | $6,956+125.2% | $6,158+154.4% | $6,507+140.7% |
| Admin fee / account holder | $55,319 | $17,272+220.3% | $14,255+288.1% | $12,624+338.2% |