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 | $93,884 | $105,126-10.7% | $94,646-0.8% | $139,434-32.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 17.08% | 38.03%-21.0pp | 156.71%-139.6pp | 372.94%-355.9pp |
| Employer contribution / active EE | $11,322 | $4,106+175.8% | $3,672+208.3% | $4,751+138.3% |
| Participant deferral / active EE | $7,315 | $7,599-3.7% | $7,418-1.4% | $6,710+9.0% |
| Admin fee / account holder | $5,170 | $8,984-42.5% | $7,231-28.5% | $11,403-54.7% |