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 | $92,053 | $209,411-56.0% | $178,490-48.4% | $158,922-42.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.47% | 188.75%-170.3pp | 151.07%-132.6pp | 302.83%-284.4pp |
| Employer contribution / active EE | $6,091 | $5,706+6.7% | $5,011+21.6% | $4,761+27.9% |
| Participant deferral / active EE | $9,125 | $5,954+53.3% | $5,202+75.4% | $5,982+52.5% |
| Admin fee / account holder | $11,371 | $17,074-33.4% | $13,984-18.7% | $11,246+1.1% |