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 | $137,546 | $179,726-23.5% | $156,263-12.0% | $142,382-3.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 14.45% | 77.86%-63.4pp | 59.47%-45.0pp | 217.08%-202.6pp |
| Employer contribution / active EE | $6,215 | $5,069+22.6% | $4,333+43.4% | $4,299+44.6% |
| Participant deferral / active EE | $18,227 | $6,956+162.0% | $6,158+196.0% | $6,507+180.1% |
| Admin fee / account holder | $19,780 | $17,272+14.5% | $14,255+38.8% | $12,624+56.7% |