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 | $108,757 | $148,534-26.8% | $135,903-20.0% | $139,434-22.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.00% | 79.19%-58.2pp | 68.23%-47.2pp | 372.94%-351.9pp |
| Employer contribution / active EE | $6,088 | $5,243+16.1% | $4,856+25.4% | $4,751+28.2% |
| Participant deferral / active EE | $12,875 | $8,100+58.9% | $7,758+66.0% | $6,710+91.9% |
| Admin fee / account holder | $3,973 | $12,400-68.0% | $10,762-63.1% | $11,403-65.2% |