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 | $127,574 | $185,822-31.3% | $169,993-25.0% | $139,434-8.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 16.99% | 60.50%-43.5pp | 53.37%-36.4pp | 372.94%-355.9pp |
| Employer contribution / active EE | $4,925 | $7,590-35.1% | $6,785-27.4% | $4,751+3.7% |
| Participant deferral / active EE | $10,518 | $11,622-9.5% | $10,408+1.1% | $6,710+56.8% |
| Admin fee / account holder | $117,874 | $15,381+666.4% | $12,815+819.8% | $11,403+933.8% |