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 | $93,734 | $159,602-41.3% | $150,045-37.5% | $142,382-34.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.37% | 70.24%-50.9pp | 62.55%-43.2pp | 217.08%-197.7pp |
| Employer contribution / active EE | $2,979 | $4,961-39.9% | $4,693-36.5% | $4,299-30.7% |
| Participant deferral / active EE | $7,274 | $8,310-12.5% | $7,997-9.0% | $6,507+11.8% |
| Admin fee / account holder | $3,929 | $14,846-73.5% | $13,435-70.8% | $12,624-68.9% |