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 | $120,934 | $185,822-34.9% | $169,993-28.9% | $139,434-13.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 18.17% | 60.50%-42.3pp | 53.37%-35.2pp | 372.94%-354.8pp |
| Employer contribution / active EE | $2,665 | $7,590-64.9% | $6,785-60.7% | $4,751-43.9% |
| Participant deferral / active EE | $3,210 | $11,622-72.4% | $10,408-69.2% | $6,710-52.2% |
| Admin fee / account holder | $1,252 | $15,381-91.9% | $12,815-90.2% | $11,403-89.0% |