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 | $85,989 | $107,452-20.0% | $91,541-6.1% | $142,382-39.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 11.85% | 22.06%-10.2pp | 20.50%-8.7pp | 217.08%-205.2pp |
| Employer contribution / active EE | $9,252 | $2,994+209.0% | $2,505+269.4% | $4,299+115.2% |
| Participant deferral / active EE | $3,250 | $4,754-31.6% | $4,008-18.9% | $6,507-50.1% |
| Admin fee / account holder | $7,920 | $8,834-10.3% | $6,956+13.9% | $12,624-37.3% |