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 | $112,456 | $185,822-39.5% | $169,993-33.8% | $139,434-19.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 15.12% | 60.50%-45.4pp | 53.37%-38.3pp | 372.94%-357.8pp |
| Employer contribution / active EE | $2,467 | $7,590-67.5% | $6,785-63.6% | $4,751-48.1% |
| Participant deferral / active EE | $4,984 | $11,622-57.1% | $10,408-52.1% | $6,710-25.7% |
| Admin fee / account holder | $1,355 | $15,381-91.2% | $12,815-89.4% | $11,403-88.1% |