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 | $108,917 | $148,534-26.7% | $135,903-19.9% | $139,434-21.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.39% | 79.19%-59.8pp | 68.23%-48.8pp | 372.94%-353.5pp |
| Employer contribution / active EE | $4,376 | $5,243-16.5% | $4,856-9.9% | $4,751-7.9% |
| Participant deferral / active EE | $8,284 | $8,100+2.3% | $7,758+6.8% | $6,710+23.4% |
| Admin fee / account holder | $2,914 | $12,400-76.5% | $10,762-72.9% | $11,403-74.4% |