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 | $93,497 | $198,466-52.9% | $170,442-45.1% | $147,584-36.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.05% | 257.29%-240.2pp | 205.93%-188.9pp | 578.55%-561.5pp |
| Employer contribution / active EE | $5,577 | $6,184-9.8% | $5,433+2.7% | $4,876+14.4% |
| Participant deferral / active EE | $6,327 | $5,629+12.4% | $4,939+28.1% | $5,439+16.3% |
| Admin fee / account holder | $536 | $16,852-96.8% | $13,880-96.1% | $10,885-95.1% |