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 | $102,645 | $177,572-42.2% | $154,803-33.7% | $142,382-27.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.83% | 65.07%-51.2pp | 58.88%-45.1pp | 217.08%-203.2pp |
| Employer contribution / active EE | $1,869 | $4,810-61.2% | $4,305-56.6% | $4,299-56.5% |
| Participant deferral / active EE | $3,743 | $6,272-40.3% | $5,540-32.4% | $6,507-42.5% |
| Admin fee / account holder | $2,455 | $16,786-85.4% | $14,329-82.9% | $12,624-80.6% |