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 | $50,793 | $150,197-66.2% | $120,368-57.8% | $145,959-65.2% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 13.50% | 154.26%-140.8pp | 107.26%-93.8pp | 561.95%-548.5pp |
| Employer contribution / active EE | $4,453 | $4,350+2.4% | $3,465+28.5% | $4,661-4.5% |
| Participant deferral / active EE | $5,172 | $6,174-16.2% | $4,991+3.6% | $6,689-22.7% |
| Admin fee / account holder | $4,468 | $12,216-63.4% | $9,429-52.6% | $13,398-66.7% |