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 | $83,344 | $148,534-43.9% | $135,903-38.7% | $139,434-40.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.23% | 79.19%-61.0pp | 68.23%-50.0pp | 372.94%-354.7pp |
| Employer contribution / active EE | $4,273 | $5,243-18.5% | $4,856-12.0% | $4,751-10.1% |
| Participant deferral / active EE | $12,260 | $8,100+51.4% | $7,758+58.0% | $6,710+82.7% |
| Admin fee / account holder | $24,947 | $12,400+101.2% | $10,762+131.8% | $11,403+118.8% |