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 | $122,881 | $179,726-31.6% | $156,263-21.4% | $142,382-13.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 13.71% | 77.86%-64.1pp | 59.47%-45.8pp | 217.08%-203.4pp |
| Employer contribution / active EE | $2,934 | $5,069-42.1% | $4,333-32.3% | $4,299-31.8% |
| Participant deferral / active EE | $7,483 | $6,956+7.6% | $6,158+21.5% | $6,507+15.0% |
| Admin fee / account holder | $5,810 | $17,272-66.4% | $14,255-59.2% | $12,624-54.0% |