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 | $96,816 | $185,822-47.9% | $169,993-43.0% | $139,434-30.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 12.88% | 60.50%-47.6pp | 53.37%-40.5pp | 372.94%-360.1pp |
| Employer contribution / active EE | $3,015 | $7,590-60.3% | $6,785-55.6% | $4,751-36.5% |
| Participant deferral / active EE | $5,787 | $11,622-50.2% | $10,408-44.4% | $6,710-13.8% |
| Admin fee / account holder | $7,876 | $15,381-48.8% | $12,815-38.5% | $11,403-30.9% |