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 | $111,689 | $148,534-24.8% | $135,903-17.8% | $139,434-19.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.18% | 79.19%-64.0pp | 68.23%-53.1pp | 372.94%-357.8pp |
| Employer contribution / active EE | $5,388 | $5,243+2.8% | $4,856+11.0% | $4,751+13.4% |
| Participant deferral / active EE | $14,196 | $8,100+75.3% | $7,758+83.0% | $6,710+111.6% |
| Admin fee / account holder | $7,827 | $12,400-36.9% | $10,762-27.3% | $11,403-31.4% |