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 | $48,188 | $165,984-71.0% | $164,813-70.8% | $145,922-67.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.42% | 100.03%-89.6pp | 69.93%-59.5pp | 561.29%-550.9pp |
| Employer contribution / active EE | $3,216 | $5,273-39.0% | $4,341-25.9% | $4,660-31.0% |
| Participant deferral / active EE | $4,693 | $6,959-32.6% | $6,031-22.2% | $6,688-29.8% |
| Admin fee / account holder | $2,169 | $16,648-87.0% | $12,690-82.9% | $13,397-83.8% |