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 | $102,177 | $177,572-42.5% | $154,803-34.0% | $142,382-28.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.32% | 65.07%-45.7pp | 58.88%-39.6pp | 217.08%-197.8pp |
| Employer contribution / active EE | $5,167 | $4,810+7.4% | $4,305+20.0% | $4,299+20.2% |
| Participant deferral / active EE | $9,372 | $6,272+49.4% | $5,540+69.2% | $6,507+44.0% |
| Admin fee / account holder | $6,148 | $16,786-63.4% | $14,329-57.1% | $12,624-51.3% |