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 | $57,494 | $148,534-61.3% | $135,903-57.7% | $139,434-58.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.13% | 79.19%-67.1pp | 68.23%-56.1pp | 372.94%-360.8pp |
| Employer contribution / active EE | $2,165 | $5,243-58.7% | $4,856-55.4% | $4,751-54.4% |
| Participant deferral / active EE | $8,512 | $8,100+5.1% | $7,758+9.7% | $6,710+26.8% |
| Admin fee / account holder | $26,124 | $12,400+110.7% | $10,762+142.7% | $11,403+129.1% |