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 | $112,367 | $160,055-29.8% | $140,016-19.7% | $135,375-17.0% |
| Participation rate | 84.2% | 88.5%-4.3pp | 87.5%-3.3pp | 82.6%+1.6pp |
| Annual return | 10.68% | 911.38%-900.7pp | 651.12%-640.4pp | 519.73%-509.1pp |
| Employer contribution / active EE | $6,726 | $6,420+4.8% | $5,606+20.0% | $4,779+40.7% |
| Participant deferral / active EE | $6,400 | $7,642-16.2% | $6,927-7.6% | $5,609+14.1% |
| Admin fee / account holder | $3,691 | $13,328-72.3% | $10,705-65.5% | $10,827-65.9% |