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 | $86,319 | $185,822-53.5% | $169,993-49.2% | $139,434-38.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.15% | 60.50%-43.4pp | 53.37%-36.2pp | 372.94%-355.8pp |
| Employer contribution / active EE | $9,201 | $7,590+21.2% | $6,785+35.6% | $4,751+93.7% |
| Participant deferral / active EE | $11,986 | $11,622+3.1% | $10,408+15.2% | $6,710+78.6% |
| Admin fee / account holder | $15,452 | $15,381+0.5% | $12,815+20.6% | $11,403+35.5% |