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 | $120,682 | $159,602-24.4% | $150,045-19.6% | $142,382-15.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.52% | 70.24%-53.7pp | 62.55%-46.0pp | 217.08%-200.6pp |
| Employer contribution / active EE | $2,355 | $4,961-52.5% | $4,693-49.8% | $4,299-45.2% |
| Participant deferral / active EE | $10,875 | $8,310+30.9% | $7,997+36.0% | $6,507+67.1% |
| Admin fee / account holder | $1,021 | $14,846-93.1% | $13,435-92.4% | $12,624-91.9% |