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 | $83,223 | $148,534-44.0% | $135,903-38.8% | $139,434-40.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.75% | 79.19%-57.4pp | 68.23%-46.5pp | 372.94%-351.2pp |
| Employer contribution / active EE | $5,949 | $5,243+13.5% | $4,856+22.5% | $4,751+25.2% |
| Participant deferral / active EE | $19,963 | $8,100+146.5% | $7,758+157.3% | $6,710+197.5% |
| Admin fee / account holder | $1,371 | $12,400-88.9% | $10,762-87.3% | $11,403-88.0% |