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 | $106,146 | $201,272-47.3% | $184,203-42.4% | $145,922-27.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.69% | 29.00%-15.3pp | 28.81%-15.1pp | 561.29%-547.6pp |
| Employer contribution / active EE | $3,546 | $7,022-49.5% | $6,427-44.8% | $4,660-23.9% |
| Participant deferral / active EE | $12,912 | $9,806+31.7% | $9,131+41.4% | $6,688+93.1% |
| Admin fee / account holder | $1,537 | $16,364-90.6% | $13,901-88.9% | $13,397-88.5% |