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 | $121,619 | $111,301+9.3% | $112,977+7.6% | $158,922-23.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 13.15% | 26.40%-13.2pp | 24.24%-11.1pp | 302.83%-289.7pp |
| Employer contribution / active EE | $23,093 | $4,471+416.5% | $4,255+442.8% | $4,761+385.0% |
| Participant deferral / active EE | $8,655 | $5,880+47.2% | $5,836+48.3% | $5,982+44.7% |
| Admin fee / account holder | $4,579 | $8,392-45.4% | $6,294-27.2% | $11,246-59.3% |