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 | $141,418 | $177,572-20.4% | $154,803-8.6% | $142,382-0.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.09% | 65.07%-52.0pp | 58.88%-45.8pp | 217.08%-204.0pp |
| Employer contribution / active EE | $9,617 | $4,810+99.9% | $4,305+123.4% | $4,299+123.7% |
| Participant deferral / active EE | $5,177 | $6,272-17.5% | $5,540-6.6% | $6,507-20.4% |
| Admin fee / account holder | $3,608 | $16,786-78.5% | $14,329-74.8% | $12,624-71.4% |