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 | $100,453 | $185,822-45.9% | $169,993-40.9% | $139,434-28.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 18.34% | 60.50%-42.2pp | 53.37%-35.0pp | 372.94%-354.6pp |
| Employer contribution / active EE | $1,620 | $7,590-78.7% | $6,785-76.1% | $4,751-65.9% |
| Participant deferral / active EE | $4,828 | $11,622-58.5% | $10,408-53.6% | $6,710-28.1% |
| Admin fee / account holder | $2,320 | $15,381-84.9% | $12,815-81.9% | $11,403-79.7% |