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 | $83,068 | $102,828-19.2% | $105,387-21.2% | $152,861-45.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 24.10% | 20.85%+3.2pp | 26.82%-2.7pp | 345.32%-321.2pp |
| Employer contribution / active EE | $4,368 | $4,473-2.3% | $4,213+3.7% | $4,762-8.3% |
| Participant deferral / active EE | $3,381 | $5,465-38.1% | $5,502-38.5% | $5,850-42.2% |
| Admin fee / account holder | $5,385 | $8,683-38.0% | $6,559-17.9% | $11,596-53.6% |