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 | $123,757 | $185,822-33.4% | $169,993-27.2% | $139,434-11.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 21.29% | 60.50%-39.2pp | 53.37%-32.1pp | 372.94%-351.6pp |
| Employer contribution / active EE | $5,273 | $7,590-30.5% | $6,785-22.3% | $4,751+11.0% |
| Participant deferral / active EE | $10,226 | $11,622-12.0% | $10,408-1.7% | $6,710+52.4% |
| Admin fee / account holder | $2,259 | $15,381-85.3% | $12,815-82.4% | $11,403-80.2% |