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 | $121,569 | $197,591-38.5% | $177,821-31.6% | $158,922-23.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 11.08% | 58.76%-47.7pp | 48.32%-37.2pp | 302.83%-291.7pp |
| Employer contribution / active EE | $3,293 | $6,697-50.8% | $5,918-44.4% | $4,761-30.8% |
| Participant deferral / active EE | $4,549 | $8,405-45.9% | $7,714-41.0% | $5,982-24.0% |
| Admin fee / account holder | $2,195 | $15,399-85.7% | $12,427-82.3% | $11,246-80.5% |