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 5-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 | $96,126 | $148,534-35.3% | $135,903-29.3% | $139,434-31.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.33% | 79.19%-60.9pp | 68.23%-49.9pp | 372.94%-354.6pp |
| Employer contribution / active EE | $3,280 | $5,243-37.4% | $4,856-32.5% | $4,751-31.0% |
| Participant deferral / active EE | $7,337 | $8,100-9.4% | $7,758-5.4% | $6,710+9.3% |
| Admin fee / account holder | $1,111 | $12,400-91.0% | $10,762-89.7% | $11,403-90.3% |