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 | $81,469 | $177,572-54.1% | $154,803-47.4% | $142,382-42.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.25% | 65.07%-46.8pp | 58.88%-40.6pp | 217.08%-198.8pp |
| Employer contribution / active EE | $5,236 | $4,810+8.8% | $4,305+21.6% | $4,299+21.8% |
| Participant deferral / active EE | $2,769 | $6,272-55.8% | $5,540-50.0% | $6,507-57.4% |
| Admin fee / account holder | $6,943 | $16,786-58.6% | $14,329-51.5% | $12,624-45.0% |