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 | $98,695 | $148,534-33.6% | $135,903-27.4% | $139,434-29.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.52% | 79.19%-62.7pp | 68.23%-51.7pp | 372.94%-356.4pp |
| Employer contribution / active EE | $3,314 | $5,243-36.8% | $4,856-31.8% | $4,751-30.2% |
| Participant deferral / active EE | $4,408 | $8,100-45.6% | $7,758-43.2% | $6,710-34.3% |
| Admin fee / account holder | $17,546 | $12,400+41.5% | $10,762+63.0% | $11,403+53.9% |