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 | $92,368 | $148,534-37.8% | $135,903-32.0% | $139,434-33.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.98% | 79.19%-61.2pp | 68.23%-50.3pp | 372.94%-355.0pp |
| Employer contribution / active EE | $2,512 | $5,243-52.1% | $4,856-48.3% | $4,751-47.1% |
| Participant deferral / active EE | $11,401 | $8,100+40.8% | $7,758+47.0% | $6,710+69.9% |
| Admin fee / account holder | $1,108 | $12,400-91.1% | $10,762-89.7% | $11,403-90.3% |