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 | $126,832 | $185,822-31.7% | $169,993-25.4% | $139,434-9.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 14.58% | 60.50%-45.9pp | 53.37%-38.8pp | 372.94%-358.4pp |
| Employer contribution / active EE | $2,147 | $7,590-71.7% | $6,785-68.4% | $4,751-54.8% |
| Participant deferral / active EE | $5,005 | $11,622-56.9% | $10,408-51.9% | $6,710-25.4% |
| Admin fee / account holder | $459 | $15,381-97.0% | $12,815-96.4% | $11,403-96.0% |