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 | $124,123 | $185,822-33.2% | $169,993-27.0% | $139,434-11.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 20.33% | 60.50%-40.2pp | 53.37%-33.0pp | 372.94%-352.6pp |
| Employer contribution / active EE | $4,262 | $7,590-43.9% | $6,785-37.2% | $4,751-10.3% |
| Participant deferral / active EE | $3,113 | $11,622-73.2% | $10,408-70.1% | $6,710-53.6% |
| Admin fee / account holder | $8,712 | $15,381-43.4% | $12,815-32.0% | $11,403-23.6% |