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 | $88,099 | $148,534-40.7% | $135,903-35.2% | $139,434-36.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.58% | 79.19%-62.6pp | 68.23%-51.7pp | 372.94%-356.4pp |
| Employer contribution / active EE | $3,476 | $5,243-33.7% | $4,856-28.4% | $4,751-26.8% |
| Participant deferral / active EE | $12,395 | $8,100+53.0% | $7,758+59.8% | $6,710+84.7% |
| Admin fee / account holder | $858 | $12,400-93.1% | $10,762-92.0% | $11,403-92.5% |