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 | $127,242 | $185,822-31.5% | $169,993-25.1% | $139,434-8.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 23.00% | 60.50%-37.5pp | 53.37%-30.4pp | 372.94%-349.9pp |
| Employer contribution / active EE | $3,960 | $7,590-47.8% | $6,785-41.6% | $4,751-16.6% |
| Participant deferral / active EE | $17,040 | $11,622+46.6% | $10,408+63.7% | $6,710+153.9% |
| Admin fee / account holder | $10,481 | $15,381-31.9% | $12,815-18.2% | $11,403-8.1% |