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 8-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 | $106,250 | $148,534-28.5% | $135,903-21.8% | $139,434-23.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.48% | 79.19%-65.7pp | 68.23%-54.7pp | 372.94%-359.5pp |
| Employer contribution / active EE | $1,196 | $5,243-77.2% | $4,856-75.4% | $4,751-74.8% |
| Participant deferral / active EE | $10,903 | $8,100+34.6% | $7,758+40.5% | $6,710+62.5% |
| Admin fee / account holder | $5,514 | $12,400-55.5% | $10,762-48.8% | $11,403-51.6% |