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 | $129,460 | $185,822-30.3% | $169,993-23.8% | $139,434-7.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 14.93% | 60.50%-45.6pp | 53.37%-38.4pp | 372.94%-358.0pp |
| Employer contribution / active EE | $3,185 | $7,590-58.0% | $6,785-53.1% | $4,751-33.0% |
| Participant deferral / active EE | $5,560 | $11,622-52.2% | $10,408-46.6% | $6,710-17.1% |
| Admin fee / account holder | $4,396 | $15,381-71.4% | $12,815-65.7% | $11,403-61.4% |