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 | $97,567 | $148,534-34.3% | $135,903-28.2% | $139,434-30.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.74% | 79.19%-59.4pp | 68.23%-48.5pp | 372.94%-353.2pp |
| Employer contribution / active EE | $5,649 | $5,243+7.7% | $4,856+16.3% | $4,751+18.9% |
| Participant deferral / active EE | $13,500 | $8,100+66.7% | $7,758+74.0% | $6,710+101.2% |
| Admin fee / account holder | $937 | $12,400-92.4% | $10,762-91.3% | $11,403-91.8% |