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 | $113,120 | $159,602-29.1% | $150,045-24.6% | $142,382-20.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.73% | 70.24%-50.5pp | 62.55%-42.8pp | 217.08%-197.3pp |
| Employer contribution / active EE | $4,359 | $4,961-12.1% | $4,693-7.1% | $4,299+1.4% |
| Participant deferral / active EE | $9,764 | $8,310+17.5% | $7,997+22.1% | $6,507+50.0% |
| Admin fee / account holder | $4,739 | $14,846-68.1% | $13,435-64.7% | $12,624-62.5% |