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 | $57,041 | $148,534-61.6% | $135,903-58.0% | $139,434-59.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.05% | 79.19%-58.1pp | 68.23%-47.2pp | 372.94%-351.9pp |
| Employer contribution / active EE | $5,425 | $5,243+3.5% | $4,856+11.7% | $4,751+14.2% |
| Participant deferral / active EE | $6,412 | $8,100-20.8% | $7,758-17.4% | $6,710-4.4% |
| Admin fee / account holder | $1,817 | $12,400-85.3% | $10,762-83.1% | $11,403-84.1% |