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 | $96,414 | $148,534-35.1% | $135,903-29.1% | $139,434-30.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 22.33% | 79.19%-56.9pp | 68.23%-45.9pp | 372.94%-350.6pp |
| Employer contribution / active EE | $7,217 | $5,243+37.6% | $4,856+48.6% | $4,751+51.9% |
| Participant deferral / active EE | $18,259 | $8,100+125.4% | $7,758+135.4% | $6,710+172.1% |
| Admin fee / account holder | $10,042 | $12,400-19.0% | $10,762-6.7% | $11,403-11.9% |