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 | $100,358 | $159,602-37.1% | $150,045-33.1% | $142,382-29.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 26.16% | 70.24%-44.1pp | 62.55%-36.4pp | 217.08%-190.9pp |
| Employer contribution / active EE | $4,619 | $4,961-6.9% | $4,693-1.6% | $4,299+7.4% |
| Participant deferral / active EE | $12,643 | $8,310+52.1% | $7,997+58.1% | $6,507+94.3% |
| Admin fee / account holder | $3,300 | $14,846-77.8% | $13,435-75.4% | $12,624-73.9% |