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 | $102,136 | $185,822-45.0% | $169,993-39.9% | $139,434-26.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 15.08% | 60.50%-45.4pp | 53.37%-38.3pp | 372.94%-357.9pp |
| Employer contribution / active EE | $2,995 | $7,590-60.5% | $6,785-55.9% | $4,751-37.0% |
| Participant deferral / active EE | $6,516 | $11,622-43.9% | $10,408-37.4% | $6,710-2.9% |
| Admin fee / account holder | $6,641 | $15,381-56.8% | $12,815-48.2% | $11,403-41.8% |