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 | $100,662 | $185,822-45.8% | $169,993-40.8% | $139,434-27.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 16.90% | 60.50%-43.6pp | 53.37%-36.5pp | 372.94%-356.0pp |
| Employer contribution / active EE | $15,005 | $7,590+97.7% | $6,785+121.1% | $4,751+215.8% |
| Participant deferral / active EE | $3,076 | $11,622-73.5% | $10,408-70.4% | $6,710-54.2% |
| Admin fee / account holder | $1,975 | $15,381-87.2% | $12,815-84.6% | $11,403-82.7% |