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 | $119,651 | $179,726-33.4% | $156,263-23.4% | $142,382-16.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 13.20% | 77.86%-64.7pp | 59.47%-46.3pp | 217.08%-203.9pp |
| Employer contribution / active EE | $5,690 | $5,069+12.3% | $4,333+31.3% | $4,299+32.4% |
| Participant deferral / active EE | $8,991 | $6,956+29.3% | $6,158+46.0% | $6,507+38.2% |
| Admin fee / account holder | $5,626 | $17,272-67.4% | $14,255-60.5% | $12,624-55.4% |