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 | $69,952 | $148,534-52.9% | $135,903-48.5% | $139,434-49.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.40% | 79.19%-59.8pp | 68.23%-48.8pp | 372.94%-353.5pp |
| Employer contribution / active EE | $6,481 | $5,243+23.6% | $4,856+33.5% | $4,751+36.4% |
| Participant deferral / active EE | $12,454 | $8,100+53.7% | $7,758+60.5% | $6,710+85.6% |
| Admin fee / account holder | $2,763 | $12,400-77.7% | $10,762-74.3% | $11,403-75.8% |