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 | $110,480 | $152,587-27.6% | $125,175-11.7% | $152,861-27.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 24.11% | 54.84%-30.7pp | 43.79%-19.7pp | 345.32%-321.2pp |
| Employer contribution / active EE | $2,148 | $4,946-56.6% | $3,865-44.4% | $4,762-54.9% |
| Participant deferral / active EE | $2,392 | $5,868-59.2% | $4,937-51.5% | $5,850-59.1% |
| Admin fee / account holder | $13,916 | $13,434+3.6% | $9,702+43.4% | $11,596+20.0% |