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 | $138,253 | $179,726-23.1% | $156,263-11.5% | $142,382-2.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 13.62% | 77.86%-64.2pp | 59.47%-45.9pp | 217.08%-203.5pp |
| Employer contribution / active EE | $4,083 | $5,069-19.5% | $4,333-5.8% | $4,299-5.0% |
| Participant deferral / active EE | $17,096 | $6,956+145.8% | $6,158+177.6% | $6,507+162.7% |
| Admin fee / account holder | $3,802 | $17,272-78.0% | $14,255-73.3% | $12,624-69.9% |