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 | $92,400 | $148,534-37.8% | $135,903-32.0% | $139,434-33.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.64% | 79.19%-66.6pp | 68.23%-55.6pp | 372.94%-360.3pp |
| Employer contribution / active EE | $16,367 | $5,243+212.2% | $4,856+237.0% | $4,751+244.5% |
| Participant deferral / active EE | $10,026 | $8,100+23.8% | $7,758+29.2% | $6,710+49.4% |
| Admin fee / account holder | $17,941 | $12,400+44.7% | $10,762+66.7% | $11,403+57.3% |