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 | $136,398 | $185,822-26.6% | $169,993-19.8% | $139,434-2.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.16% | 60.50%-43.3pp | 53.37%-36.2pp | 372.94%-355.8pp |
| Employer contribution / active EE | $2,902 | $7,590-61.8% | $6,785-57.2% | $4,751-38.9% |
| Participant deferral / active EE | $5,679 | $11,622-51.1% | $10,408-45.4% | $6,710-15.4% |
| Admin fee / account holder | $4,900 | $15,381-68.1% | $12,815-61.8% | $11,403-57.0% |