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 | $61,014 | $159,934-61.9% | $147,005-58.5% | $145,959-58.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.08% | 98.24%-81.2pp | 418.76%-401.7pp | 561.95%-544.9pp |
| Employer contribution / active EE | $5,104 | $5,287-3.5% | $4,934+3.4% | $4,661+9.5% |
| Participant deferral / active EE | $3,742 | $8,427-55.6% | $8,070-53.6% | $6,689-44.1% |
| Admin fee / account holder | $1,045 | $15,053-93.1% | $13,006-92.0% | $13,398-92.2% |