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 | $125,330 | $185,822-32.6% | $169,993-26.3% | $139,434-10.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 29.35% | 60.50%-31.1pp | 53.37%-24.0pp | 372.94%-343.6pp |
| Employer contribution / active EE | $5,005 | $7,590-34.1% | $6,785-26.2% | $4,751+5.4% |
| Participant deferral / active EE | $12,393 | $11,622+6.6% | $10,408+19.1% | $6,710+84.7% |
| Admin fee / account holder | $1,643 | $15,381-89.3% | $12,815-87.2% | $11,403-85.6% |