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 | $106,232 | $111,301-4.6% | $112,977-6.0% | $158,922-33.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 16.81% | 26.40%-9.6pp | 24.24%-7.4pp | 302.83%-286.0pp |
| Employer contribution / active EE | $3,891 | $4,471-13.0% | $4,255-8.5% | $4,761-18.3% |
| Participant deferral / active EE | $2,265 | $5,880-61.5% | $5,836-61.2% | $5,982-62.1% |
| Admin fee / account holder | $1,732 | $8,392-79.4% | $6,294-72.5% | $11,246-84.6% |