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 | $137,872 | $202,432-31.9% | $169,368-18.6% | $139,434-1.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 10.78% | 531.74%-521.0pp | 405.60%-394.8pp | 372.94%-362.2pp |
| Employer contribution / active EE | $1,324 | $4,692-71.8% | $4,013-67.0% | $4,751-72.1% |
| Participant deferral / active EE | $3,782 | $6,938-45.5% | $6,221-39.2% | $6,710-43.6% |
| Admin fee / account holder | $4,065 | $10,708-62.0% | $9,003-54.9% | $11,403-64.4% |