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 | $122,973 | $197,591-37.8% | $177,821-30.8% | $158,922-22.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 12.50% | 58.76%-46.3pp | 48.32%-35.8pp | 302.83%-290.3pp |
| Employer contribution / active EE | $2,052 | $6,697-69.4% | $5,918-65.3% | $4,761-56.9% |
| Participant deferral / active EE | $5,886 | $8,405-30.0% | $7,714-23.7% | $5,982-1.6% |
| Admin fee / account holder | $1,126 | $15,399-92.7% | $12,427-90.9% | $11,246-90.0% |