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 | $100,265 | $148,534-32.5% | $135,903-26.2% | $139,434-28.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.27% | 79.19%-66.9pp | 68.23%-56.0pp | 372.94%-360.7pp |
| Employer contribution / active EE | $3,604 | $5,243-31.3% | $4,856-25.8% | $4,751-24.1% |
| Participant deferral / active EE | $12,535 | $8,100+54.8% | $7,758+61.6% | $6,710+86.8% |
| Admin fee / account holder | $20,258 | $12,400+63.4% | $10,762+88.2% | $11,403+77.7% |