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 | $68,121 | $148,534-54.1% | $135,903-49.9% | $139,434-51.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 29.53% | 79.19%-49.7pp | 68.23%-38.7pp | 372.94%-343.4pp |
| Employer contribution / active EE | $4,508 | $5,243-14.0% | $4,856-7.2% | $4,751-5.1% |
| Participant deferral / active EE | $11,754 | $8,100+45.1% | $7,758+51.5% | $6,710+75.2% |
| Admin fee / account holder | $723 | $12,400-94.2% | $10,762-93.3% | $11,403-93.7% |