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 | $94,409 | $154,228-38.8% | $145,433-35.1% | $137,256-31.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.76% | 74.59%-60.8pp | 66.58%-52.8pp | 220.34%-206.6pp |
| Employer contribution / active EE | $3,323 | $4,804-30.8% | $4,554-27.0% | $4,156-20.0% |
| Participant deferral / active EE | $9,738 | $8,216+18.5% | $7,897+23.3% | $6,407+52.0% |
| Admin fee / account holder | $86,593 | $14,344+503.7% | $13,129+559.6% | $12,270+605.7% |