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 | $84,088 | $227,553-63.0% | $189,557-55.6% | $167,490-49.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 14.67% | 78.40%-63.7pp | 64.17%-49.5pp | 478.56%-463.9pp |
| Employer contribution / active EE | $1,517 | $5,316-71.5% | $4,412-65.6% | $4,837-68.6% |
| Participant deferral / active EE | $5,217 | $7,002-25.5% | $6,174-15.5% | $6,341-17.7% |
| Admin fee / account holder | $461 | $11,878-96.1% | $9,807-95.3% | $12,309-96.3% |