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 | $25,126 | $228,332-89.0% | $185,823-86.5% | $158,922-84.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 10.29% | 40.80%-30.5pp | 35.95%-25.7pp | 302.83%-292.5pp |
| Employer contribution / active EE | $1,236 | $4,967-75.1% | $4,087-69.8% | $4,761-74.0% |
| Participant deferral / active EE | $6,070 | $6,415-5.4% | $5,632+7.8% | $5,982+1.5% |
| Admin fee / account holder | $10,709 | $11,864-9.7% | $9,500+12.7% | $11,246-4.8% |