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 | $131,440 | $185,822-29.3% | $169,993-22.7% | $139,434-5.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 21.58% | 60.50%-38.9pp | 53.37%-31.8pp | 372.94%-351.4pp |
| Employer contribution / active EE | $3,112 | $7,590-59.0% | $6,785-54.1% | $4,751-34.5% |
| Participant deferral / active EE | $3,208 | $11,622-72.4% | $10,408-69.2% | $6,710-52.2% |
| Admin fee / account holder | $2,209 | $15,381-85.6% | $12,815-82.8% | $11,403-80.6% |