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 | $105,339 | $214,378-50.9% | $200,582-47.5% | $142,382-26.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 14.91% | 46.41%-31.5pp | 42.33%-27.4pp | 217.08%-202.2pp |
| Employer contribution / active EE | $1,786 | $6,841-73.9% | $6,419-72.2% | $4,299-58.5% |
| Participant deferral / active EE | $3,209 | $9,865-67.5% | $9,331-65.6% | $6,507-50.7% |
| Admin fee / account holder | $7,056 | $17,692-60.1% | $16,305-56.7% | $12,624-44.1% |