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 | $109,104 | $198,466-45.0% | $170,442-36.0% | $147,584-26.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.30% | 257.29%-245.0pp | 205.93%-193.6pp | 578.55%-566.2pp |
| Employer contribution / active EE | $6,030 | $6,184-2.5% | $5,433+11.0% | $4,876+23.7% |
| Participant deferral / active EE | $5,763 | $5,629+2.4% | $4,939+16.7% | $5,439+6.0% |
| Admin fee / account holder | $142,373 | $16,852+744.9% | $13,880+925.7% | $10,885+1207.9% |