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 | $96,890 | $197,591-51.0% | $177,821-45.5% | $158,922-39.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 12.96% | 58.76%-45.8pp | 48.32%-35.4pp | 302.83%-289.9pp |
| Employer contribution / active EE | $3,941 | $6,697-41.2% | $5,918-33.4% | $4,761-17.2% |
| Participant deferral / active EE | $10,902 | $8,405+29.7% | $7,714+41.3% | $5,982+82.2% |
| Admin fee / account holder | $1,329 | $15,399-91.4% | $12,427-89.3% | $11,246-88.2% |