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 | $112,356 | $197,591-43.1% | $177,821-36.8% | $158,922-29.3% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.7%+2.3pp | 82.0%+8.0pp |
| Annual return | 7.17% | 58.76%-51.6pp | 48.32%-41.2pp | 302.83%-295.7pp |
| Employer contribution / active EE | $11,855 | $6,697+77.0% | $5,918+100.3% | $4,761+149.0% |
| Participant deferral / active EE | $10,918 | $8,405+29.9% | $7,714+41.5% | $5,982+82.5% |
| Admin fee / account holder | $129,895 | $15,399+743.5% | $12,427+945.2% | $11,246+1055.1% |