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 | $103,286 | $228,332-54.8% | $185,823-44.4% | $158,922-35.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 9.82% | 40.80%-31.0pp | 35.95%-26.1pp | 302.83%-293.0pp |
| Employer contribution / active EE | $3,583 | $4,967-27.9% | $4,087-12.4% | $4,761-24.8% |
| Participant deferral / active EE | $4,273 | $6,415-33.4% | $5,632-24.1% | $5,982-28.6% |
| Admin fee / account holder | $311 | $11,864-97.4% | $9,500-96.7% | $11,246-97.2% |