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 | $45,777 | $185,822-75.4% | $169,993-73.1% | $139,434-67.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 10.91% | 60.50%-49.6pp | 53.37%-42.5pp | 372.94%-362.0pp |
| Employer contribution / active EE | $1,651 | $7,590-78.3% | $6,785-75.7% | $4,751-65.3% |
| Participant deferral / active EE | $4,980 | $11,622-57.2% | $10,408-52.2% | $6,710-25.8% |
| Admin fee / account holder | $2,610 | $15,381-83.0% | $12,815-79.6% | $11,403-77.1% |