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 | $94,899 | $177,572-46.6% | $154,803-38.7% | $142,382-33.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.13% | 65.07%-50.9pp | 58.88%-44.8pp | 217.08%-202.9pp |
| Employer contribution / active EE | $2,468 | $4,810-48.7% | $4,305-42.7% | $4,299-42.6% |
| Participant deferral / active EE | $10,173 | $6,272+62.2% | $5,540+83.6% | $6,507+56.3% |
| Admin fee / account holder | $1,813 | $16,786-89.2% | $14,329-87.3% | $12,624-85.6% |