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 | $103,154 | $148,534-30.6% | $135,903-24.1% | $139,434-26.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.83% | 79.19%-64.4pp | 68.23%-53.4pp | 372.94%-358.1pp |
| Employer contribution / active EE | $5,650 | $5,243+7.8% | $4,856+16.3% | $4,751+18.9% |
| Participant deferral / active EE | $12,606 | $8,100+55.6% | $7,758+62.5% | $6,710+87.9% |
| Admin fee / account holder | $1,655 | $12,400-86.7% | $10,762-84.6% | $11,403-85.5% |