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 | $113,985 | $154,228-26.1% | $145,433-21.6% | $137,256-17.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.49% | 74.59%-60.1pp | 66.58%-52.1pp | 220.34%-205.8pp |
| Employer contribution / active EE | $5,443 | $4,804+13.3% | $4,554+19.5% | $4,156+31.0% |
| Participant deferral / active EE | $9,725 | $8,216+18.4% | $7,897+23.1% | $6,407+51.8% |
| Admin fee / account holder | $19,157 | $14,344+33.6% | $13,129+45.9% | $12,270+56.1% |