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 | $85,243 | $177,572-52.0% | $154,803-44.9% | $142,382-40.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.77% | 65.07%-49.3pp | 58.88%-43.1pp | 217.08%-201.3pp |
| Employer contribution / active EE | $28,852 | $4,810+499.8% | $4,305+570.1% | $4,299+571.1% |
| Participant deferral / active EE | $30,567 | $6,272+387.4% | $5,540+451.7% | $6,507+369.7% |
| Admin fee / account holder | $110,637 | $16,786+559.1% | $14,329+672.1% | $12,624+776.4% |