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 4-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 | $126,739 | $185,822-31.8% | $169,993-25.4% | $139,434-9.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 20.74% | 60.50%-39.8pp | 53.37%-32.6pp | 372.94%-352.2pp |
| Employer contribution / active EE | $5,239 | $7,590-31.0% | $6,785-22.8% | $4,751+10.3% |
| Participant deferral / active EE | $13,704 | $11,622+17.9% | $10,408+31.7% | $6,710+104.2% |
| Admin fee / account holder | $15,310 | $15,381-0.5% | $12,815+19.5% | $11,403+34.3% |