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 | $115,029 | $148,534-22.6% | $135,903-15.4% | $139,434-17.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 26.83% | 79.19%-52.4pp | 68.23%-41.4pp | 372.94%-346.1pp |
| Employer contribution / active EE | $10,140 | $5,243+93.4% | $4,856+108.8% | $4,751+113.4% |
| Participant deferral / active EE | $12,997 | $8,100+60.4% | $7,758+67.5% | $6,710+93.7% |
| Admin fee / account holder | $2,016 | $12,400-83.7% | $10,762-81.3% | $11,403-82.3% |