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 | $116,489 | $148,534-21.6% | $135,903-14.3% | $139,434-16.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.59% | 79.19%-63.6pp | 68.23%-52.6pp | 372.94%-357.3pp |
| Employer contribution / active EE | $6,222 | $5,243+18.7% | $4,856+28.1% | $4,751+31.0% |
| Participant deferral / active EE | $14,665 | $8,100+81.0% | $7,758+89.0% | $6,710+118.5% |
| Admin fee / account holder | $849 | $12,400-93.2% | $10,762-92.1% | $11,403-92.6% |