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 | $74,539 | $183,963-59.5% | $162,163-54.0% | $152,861-51.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 21.01% | 150.76%-129.8pp | 115.59%-94.6pp | 345.32%-324.3pp |
| Employer contribution / active EE | $1,745 | $6,371-72.6% | $5,614-68.9% | $4,762-63.4% |
| Participant deferral / active EE | $6,129 | $8,034-23.7% | $7,298-16.0% | $5,850+4.8% |
| Admin fee / account holder | $15,456 | $13,121+17.8% | $10,843+42.5% | $11,596+33.3% |