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 | $117,863 | $185,822-36.6% | $169,993-30.7% | $139,434-15.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 13.65% | 60.50%-46.9pp | 53.37%-39.7pp | 372.94%-359.3pp |
| Employer contribution / active EE | $3,199 | $7,590-57.9% | $6,785-52.9% | $4,751-32.7% |
| Participant deferral / active EE | $4,459 | $11,622-61.6% | $10,408-57.2% | $6,710-33.6% |
| Admin fee / account holder | $15,110 | $15,381-1.8% | $12,815+17.9% | $11,403+32.5% |