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 | $122,020 | $185,822-34.3% | $169,993-28.2% | $139,434-12.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 18.51% | 60.50%-42.0pp | 53.37%-34.9pp | 372.94%-354.4pp |
| Employer contribution / active EE | $3,808 | $7,590-49.8% | $6,785-43.9% | $4,751-19.8% |
| Participant deferral / active EE | $14,949 | $11,622+28.6% | $10,408+43.6% | $6,710+122.8% |
| Admin fee / account holder | $407 | $15,381-97.4% | $12,815-96.8% | $11,403-96.4% |