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 | $135,877 | $177,572-23.5% | $154,803-12.2% | $142,382-4.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.41% | 65.07%-45.7pp | 58.88%-39.5pp | 217.08%-197.7pp |
| Employer contribution / active EE | $11,785 | $4,810+145.0% | $4,305+173.7% | $4,299+174.1% |
| Participant deferral / active EE | $6,493 | $6,272+3.5% | $5,540+17.2% | $6,507-0.2% |
| Admin fee / account holder | $1,370 | $16,786-91.8% | $14,329-90.4% | $12,624-89.2% |