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 | $104,085 | $148,534-29.9% | $135,903-23.4% | $139,434-25.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.44% | 79.19%-63.7pp | 68.23%-52.8pp | 372.94%-357.5pp |
| Employer contribution / active EE | $3,342 | $5,243-36.3% | $4,856-31.2% | $4,751-29.6% |
| Participant deferral / active EE | $9,328 | $8,100+15.2% | $7,758+20.2% | $6,710+39.0% |
| Admin fee / account holder | $6,365 | $12,400-48.7% | $10,762-40.9% | $11,403-44.2% |