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 | $135,779 | $185,822-26.9% | $169,993-20.1% | $139,434-2.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 16.08% | 60.50%-44.4pp | 53.37%-37.3pp | 372.94%-356.9pp |
| Employer contribution / active EE | $4,793 | $7,590-36.9% | $6,785-29.4% | $4,751+0.9% |
| Participant deferral / active EE | $4,793 | $11,622-58.8% | $10,408-54.0% | $6,710-28.6% |
| Admin fee / account holder | $1,022 | $15,381-93.4% | $12,815-92.0% | $11,403-91.0% |