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 | $98,837 | $152,587-35.2% | $125,175-21.0% | $152,861-35.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 10.40% | 54.84%-44.4pp | 43.79%-33.4pp | 345.32%-334.9pp |
| Employer contribution / active EE | $1,620 | $4,946-67.3% | $3,865-58.1% | $4,762-66.0% |
| Participant deferral / active EE | $3,522 | $5,868-40.0% | $4,937-28.7% | $5,850-39.8% |
| Admin fee / account holder | $2,772 | $13,434-79.4% | $9,702-71.4% | $11,596-76.1% |