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 | $92,038 | $185,822-50.5% | $169,993-45.9% | $139,434-34.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 15.28% | 60.50%-45.2pp | 53.37%-38.1pp | 372.94%-357.7pp |
| Employer contribution / active EE | $4,014 | $7,590-47.1% | $6,785-40.8% | $4,751-15.5% |
| Participant deferral / active EE | $13,613 | $11,622+17.1% | $10,408+30.8% | $6,710+102.9% |
| Admin fee / account holder | $1,079 | $15,381-93.0% | $12,815-91.6% | $11,403-90.5% |