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 | $97,638 | $148,534-34.3% | $135,903-28.2% | $139,434-30.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.00% | 79.19%-61.2pp | 68.23%-50.2pp | 372.94%-354.9pp |
| Employer contribution / active EE | $2,107 | $5,243-59.8% | $4,856-56.6% | $4,751-55.7% |
| Participant deferral / active EE | $7,695 | $8,100-5.0% | $7,758-0.8% | $6,710+14.7% |
| Admin fee / account holder | $2,103 | $12,400-83.0% | $10,762-80.5% | $11,403-81.6% |