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 | $93,326 | $177,572-47.4% | $154,803-39.7% | $142,382-34.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.39% | 65.07%-46.7pp | 58.88%-40.5pp | 217.08%-198.7pp |
| Employer contribution / active EE | $5,817 | $4,810+20.9% | $4,305+35.1% | $4,299+35.3% |
| Participant deferral / active EE | $4,341 | $6,272-30.8% | $5,540-21.6% | $6,507-33.3% |
| Admin fee / account holder | $8,093 | $16,786-51.8% | $14,329-43.5% | $12,624-35.9% |