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 | $145,523 | $185,822-21.7% | $169,993-14.4% | $139,434+4.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.65% | 60.50%-42.9pp | 53.37%-35.7pp | 372.94%-355.3pp |
| Employer contribution / active EE | $2,013 | $7,590-73.5% | $6,785-70.3% | $4,751-57.6% |
| Participant deferral / active EE | $11,350 | $11,622-2.3% | $10,408+9.1% | $6,710+69.1% |
| Admin fee / account holder | $2,371 | $15,381-84.6% | $12,815-81.5% | $11,403-79.2% |