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 | $29,986 | $168,632-82.2% | $147,614-79.7% | $125,391-76.1% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 2.48% | 77.65%-75.2pp | 61.98%-59.5pp | 282.22%-279.7pp |
| Employer contribution / active EE | $5,573 | $6,252-10.9% | $5,564+0.1% | $4,866+14.5% |
| Participant deferral / active EE | $5,909 | $5,507+7.3% | $4,895+20.7% | $5,352+10.4% |
| Admin fee / account holder | $906 | $13,580-93.3% | $11,611-92.2% | $9,540-90.5% |