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 | $105,160 | $177,572-40.8% | $154,803-32.1% | $142,382-26.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 38.29% | 65.07%-26.8pp | 58.88%-20.6pp | 217.08%-178.8pp |
| Employer contribution / active EE | $2,494 | $4,810-48.1% | $4,305-42.1% | $4,299-42.0% |
| Participant deferral / active EE | $11,888 | $6,272+89.6% | $5,540+114.6% | $6,507+82.7% |
| Admin fee / account holder | $2,403 | $16,786-85.7% | $14,329-83.2% | $12,624-81.0% |