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 | $98,676 | $185,822-46.9% | $169,993-42.0% | $139,434-29.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 19.12% | 60.50%-41.4pp | 53.37%-34.2pp | 372.94%-353.8pp |
| Employer contribution / active EE | $5,332 | $7,590-29.8% | $6,785-21.4% | $4,751+12.2% |
| Participant deferral / active EE | $9,043 | $11,622-22.2% | $10,408-13.1% | $6,710+34.8% |
| Admin fee / account holder | $2,358 | $15,381-84.7% | $12,815-81.6% | $11,403-79.3% |