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 | $106,194 | $148,534-28.5% | $135,903-21.9% | $139,434-23.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.29% | 79.19%-64.9pp | 68.23%-53.9pp | 372.94%-358.7pp |
| Employer contribution / active EE | $4,185 | $5,243-20.2% | $4,856-13.8% | $4,751-11.9% |
| Participant deferral / active EE | $9,590 | $8,100+18.4% | $7,758+23.6% | $6,710+42.9% |
| Admin fee / account holder | $26,785 | $12,400+116.0% | $10,762+148.9% | $11,403+134.9% |