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 | $109,415 | $53,822+103.3% | $75,696+44.5% | $85,850+27.4% |
| Participation rate | 90.0% | 69.1%+20.9pp | 74.8%+15.2pp | 69.3%+20.7pp |
| Annual return | 14.50% | 24.54%-10.0pp | 104.53%-90.0pp | 318.53%-304.0pp |
| Employer contribution / active EE | $2,110 | $2,017+4.6% | $2,743-23.1% | $2,565-17.8% |
| Participant deferral / active EE | $5,981 | $2,895+106.6% | $3,821+56.5% | $3,952+51.4% |
| Admin fee / account holder | $9,994 | $3,343+199.0% | $3,619+176.2% | $6,260+59.7% |