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 | $85,829 | $148,534-42.2% | $135,903-36.8% | $139,434-38.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 28.78% | 79.19%-50.4pp | 68.23%-39.4pp | 372.94%-344.2pp |
| Employer contribution / active EE | $5,946 | $5,243+13.4% | $4,856+22.4% | $4,751+25.2% |
| Participant deferral / active EE | $16,592 | $8,100+104.8% | $7,758+113.9% | $6,710+147.3% |
| Admin fee / account holder | $12,983 | $12,400+4.7% | $10,762+20.6% | $11,403+13.9% |