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 | $54,003 | $177,572-69.6% | $154,803-65.1% | $142,382-62.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.21% | 65.07%-46.9pp | 58.88%-40.7pp | 217.08%-198.9pp |
| Employer contribution / active EE | $5,155 | $4,810+7.2% | $4,305+19.7% | $4,299+19.9% |
| Participant deferral / active EE | $10,991 | $6,272+75.3% | $5,540+98.4% | $6,507+68.9% |
| Admin fee / account holder | $312 | $16,786-98.1% | $14,329-97.8% | $12,624-97.5% |