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 | $139,389 | $185,822-25.0% | $169,993-18.0% | $139,4340% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 13.57% | 60.50%-46.9pp | 53.37%-39.8pp | 372.94%-359.4pp |
| Employer contribution / active EE | $6,355 | $7,590-16.3% | $6,785-6.3% | $4,751+33.8% |
| Participant deferral / active EE | $6,350 | $11,622-45.4% | $10,408-39.0% | $6,710-5.4% |
| Admin fee / account holder | $3,705 | $15,381-75.9% | $12,815-71.1% | $11,403-67.5% |