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 | $103,390 | $185,822-44.4% | $169,993-39.2% | $139,434-25.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 19.95% | 60.50%-40.6pp | 53.37%-33.4pp | 372.94%-353.0pp |
| Employer contribution / active EE | $3,120 | $7,590-58.9% | $6,785-54.0% | $4,751-34.3% |
| Participant deferral / active EE | $7,081 | $11,622-39.1% | $10,408-32.0% | $6,710+5.5% |
| Admin fee / account holder | $3,390 | $15,381-78.0% | $12,815-73.5% | $11,403-70.3% |