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 | $85,086 | $148,534-42.7% | $135,903-37.4% | $139,434-39.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.40% | 79.19%-60.8pp | 68.23%-49.8pp | 372.94%-354.5pp |
| Employer contribution / active EE | $4,534 | $5,243-13.5% | $4,856-6.6% | $4,751-4.6% |
| Participant deferral / active EE | $7,946 | $8,100-1.9% | $7,758+2.4% | $6,710+18.4% |
| Admin fee / account holder | $619 | $12,400-95.0% | $10,762-94.3% | $11,403-94.6% |