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 | $95,487 | $185,822-48.6% | $169,993-43.8% | $139,434-31.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 45.55% | 60.50%-15.0pp | 53.37%-7.8pp | 372.94%-327.4pp |
| Employer contribution / active EE | $3,080 | $7,590-59.4% | $6,785-54.6% | $4,751-35.2% |
| Participant deferral / active EE | $4,740 | $11,622-59.2% | $10,408-54.5% | $6,710-29.4% |
| Admin fee / account holder | $8,735 | $15,381-43.2% | $12,815-31.8% | $11,403-23.4% |