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 | $120,115 | $185,822-35.4% | $169,993-29.3% | $139,434-13.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 15.35% | 60.50%-45.2pp | 53.37%-38.0pp | 372.94%-357.6pp |
| Employer contribution / active EE | $19,108 | $7,590+151.7% | $6,785+181.6% | $4,751+302.2% |
| Participant deferral / active EE | $17,056 | $11,622+46.8% | $10,408+63.9% | $6,710+154.2% |
| Admin fee / account holder | $582 | $15,381-96.2% | $12,815-95.5% | $11,403-94.9% |