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 | $86,554 | $185,822-53.4% | $169,993-49.1% | $139,434-37.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.77% | 60.50%-42.7pp | 53.37%-35.6pp | 372.94%-355.2pp |
| Employer contribution / active EE | $4,220 | $7,590-44.4% | $6,785-37.8% | $4,751-11.2% |
| Participant deferral / active EE | $7,017 | $11,622-39.6% | $10,408-32.6% | $6,710+4.6% |
| Admin fee / account holder | $2,418 | $15,381-84.3% | $12,815-81.1% | $11,403-78.8% |