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 | $122,814 | $179,726-31.7% | $156,263-21.4% | $142,382-13.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 20.87% | 77.86%-57.0pp | 59.47%-38.6pp | 217.08%-196.2pp |
| Employer contribution / active EE | $4,731 | $5,069-6.7% | $4,333+9.2% | $4,299+10.0% |
| Participant deferral / active EE | $18,410 | $6,956+164.7% | $6,158+198.9% | $6,507+182.9% |
| Admin fee / account holder | $316 | $17,272-98.2% | $14,255-97.8% | $12,624-97.5% |