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 | $94,808 | $201,272-52.9% | $184,203-48.5% | $145,922-35.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.58% | 29.00%-17.4pp | 28.81%-17.2pp | 561.29%-549.7pp |
| Employer contribution / active EE | $3,027 | $7,022-56.9% | $6,427-52.9% | $4,660-35.0% |
| Participant deferral / active EE | $5,480 | $9,806-44.1% | $9,131-40.0% | $6,688-18.1% |
| Admin fee / account holder | $899 | $16,364-94.5% | $13,901-93.5% | $13,397-93.3% |