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 | $106,197 | $154,117-31.1% | $129,995-18.3% | $139,434-23.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 18.21% | 32.48%-14.3pp | -137.18%+155.4pp | 372.94%-354.7pp |
| Employer contribution / active EE | $5,717 | $5,289+8.1% | $4,320+32.4% | $4,751+20.3% |
| Participant deferral / active EE | $13,663 | $6,710+103.6% | $5,820+134.7% | $6,710+103.6% |
| Admin fee / account holder | $21,288 | $14,007+52.0% | $10,614+100.6% | $11,403+86.7% |