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 | $120,582 | $214,378-43.8% | $200,582-39.9% | $142,382-15.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 15.43% | 46.41%-31.0pp | 42.33%-26.9pp | 217.08%-201.6pp |
| Employer contribution / active EE | $4,839 | $6,841-29.3% | $6,419-24.6% | $4,299+12.6% |
| Participant deferral / active EE | $9,904 | $9,865+0.4% | $9,331+6.1% | $6,507+52.2% |
| Admin fee / account holder | $25,983 | $17,692+46.9% | $16,305+59.4% | $12,624+105.8% |