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 | $114,374 | $177,572-35.6% | $154,803-26.1% | $142,382-19.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 44.03% | 65.07%-21.0pp | 58.88%-14.9pp | 217.08%-173.0pp |
| Employer contribution / active EE | $6,135 | $4,810+27.5% | $4,305+42.5% | $4,299+42.7% |
| Participant deferral / active EE | $10,966 | $6,272+74.8% | $5,540+97.9% | $6,507+68.5% |
| Admin fee / account holder | $1,110 | $16,786-93.4% | $14,329-92.3% | $12,624-91.2% |