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 | $80,760 | $185,822-56.5% | $169,993-52.5% | $139,434-42.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 11.38% | 60.50%-49.1pp | 53.37%-42.0pp | 372.94%-361.6pp |
| Employer contribution / active EE | $8,100 | $7,590+6.7% | $6,785+19.4% | $4,751+70.5% |
| Participant deferral / active EE | $23,210 | $11,622+99.7% | $10,408+123.0% | $6,710+245.9% |
| Admin fee / account holder | $36,571 | $15,381+137.8% | $12,815+185.4% | $11,403+220.7% |