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 | $127,989 | $159,934-20.0% | $147,005-12.9% | $145,959-12.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.48% | 98.24%-86.8pp | 418.76%-407.3pp | 561.95%-550.5pp |
| Employer contribution / active EE | $3,399 | $5,287-35.7% | $4,934-31.1% | $4,661-27.1% |
| Participant deferral / active EE | $11,972 | $8,427+42.1% | $8,070+48.4% | $6,689+79.0% |
| Admin fee / account holder | $1,183 | $15,053-92.1% | $13,006-90.9% | $13,398-91.2% |