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 | $54,280 | $149,734-63.7% | $118,925-54.4% | $158,922-65.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 37.95% | 19.95%+18.0pp | 35.88%+2.1pp | 302.83%-264.9pp |
| Employer contribution / active EE | $3,642 | $4,115-11.5% | $3,263+11.6% | $4,761-23.5% |
| Participant deferral / active EE | $6,500 | $5,223+24.4% | $4,265+52.4% | $5,982+8.7% |
| Admin fee / account holder | $1,034 | $8,603-88.0% | $6,581-84.3% | $11,246-90.8% |