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 | $90,300 | $185,822-51.4% | $169,993-46.9% | $139,434-35.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 12.75% | 60.50%-47.8pp | 53.37%-40.6pp | 372.94%-360.2pp |
| Employer contribution / active EE | $3,427 | $7,590-54.8% | $6,785-49.5% | $4,751-27.9% |
| Participant deferral / active EE | $7,508 | $11,622-35.4% | $10,408-27.9% | $6,710+11.9% |
| Admin fee / account holder | $792 | $15,381-94.9% | $12,815-93.8% | $11,403-93.1% |