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 | $102,374 | $228,332-55.2% | $185,823-44.9% | $158,922-35.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 15.25% | 40.80%-25.6pp | 35.95%-20.7pp | 302.83%-287.6pp |
| Employer contribution / active EE | $5,513 | $4,967+11.0% | $4,087+34.9% | $4,761+15.8% |
| Participant deferral / active EE | $12,597 | $6,415+96.4% | $5,632+123.7% | $5,982+110.6% |
| Admin fee / account holder | $3,323 | $11,864-72.0% | $9,500-65.0% | $11,246-70.5% |