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 | $82,845 | $148,534-44.2% | $135,903-39.0% | $139,434-40.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.36% | 79.19%-66.8pp | 68.23%-55.9pp | 372.94%-360.6pp |
| Employer contribution / active EE | $5,237 | $5,243-0.1% | $4,856+7.8% | $4,751+10.2% |
| Participant deferral / active EE | $3,354 | $8,100-58.6% | $7,758-56.8% | $6,710-50.0% |
| Admin fee / account holder | $9,911 | $12,400-20.1% | $10,762-7.9% | $11,403-13.1% |