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 | $82,293 | $197,591-58.4% | $177,821-53.7% | $158,922-48.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 9.80% | 58.76%-49.0pp | 48.32%-38.5pp | 302.83%-293.0pp |
| Employer contribution / active EE | $8,144 | $6,697+21.6% | $5,918+37.6% | $4,761+71.1% |
| Participant deferral / active EE | $9,573 | $8,405+13.9% | $7,714+24.1% | $5,982+60.0% |
| Admin fee / account holder | $16,645 | $15,399+8.1% | $12,427+33.9% | $11,246+48.0% |