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 | $107,796 | $185,822-42.0% | $169,993-36.6% | $139,434-22.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.31% | 60.50%-43.2pp | 53.37%-36.1pp | 372.94%-355.6pp |
| Employer contribution / active EE | $6,479 | $7,590-14.6% | $6,785-4.5% | $4,751+36.4% |
| Participant deferral / active EE | $11,620 | $11,6220% | $10,408+11.6% | $6,710+73.2% |
| Admin fee / account holder | $5,582 | $15,381-63.7% | $12,815-56.4% | $11,403-51.0% |