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 | $112,782 | $177,572-36.5% | $154,803-27.1% | $142,382-20.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.31% | 65.07%-50.8pp | 58.88%-44.6pp | 217.08%-202.8pp |
| Employer contribution / active EE | $8,342 | $4,810+73.4% | $4,305+93.8% | $4,299+94.0% |
| Participant deferral / active EE | $5,158 | $6,272-17.8% | $5,540-6.9% | $6,507-20.7% |
| Admin fee / account holder | $26,460 | $16,786+57.6% | $14,329+84.7% | $12,624+109.6% |