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 | $51,191 | $148,534-65.5% | $135,903-62.3% | $139,434-63.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.30% | 79.19%-61.9pp | 68.23%-50.9pp | 372.94%-355.6pp |
| Employer contribution / active EE | $5,605 | $5,243+6.9% | $4,856+15.4% | $4,751+18.0% |
| Participant deferral / active EE | $4,926 | $8,100-39.2% | $7,758-36.5% | $6,710-26.6% |
| Admin fee / account holder | $29,327 | $12,400+136.5% | $10,762+172.5% | $11,403+157.2% |