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 | $120,035 | $148,534-19.2% | $135,903-11.7% | $139,434-13.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.93% | 79.19%-63.3pp | 68.23%-52.3pp | 372.94%-357.0pp |
| Employer contribution / active EE | $5,321 | $5,243+1.5% | $4,856+9.6% | $4,751+12.0% |
| Participant deferral / active EE | $6,883 | $8,100-15.0% | $7,758-11.3% | $6,710+2.6% |
| Admin fee / account holder | $1,041 | $12,400-91.6% | $10,762-90.3% | $11,403-90.9% |