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 | $24,686 | $114,381-78.4% | $107,525-77.0% | $142,382-82.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 13.35% | 242.71%-229.4pp | 181.32%-168.0pp | 217.08%-203.7pp |
| Employer contribution / active EE | $12,458 | $4,015+210.3% | $3,754+231.9% | $4,299+189.8% |
| Participant deferral / active EE | $5,631 | $5,564+1.2% | $5,116+10.1% | $6,507-13.5% |
| Admin fee / account holder | $2,043 | $9,860-79.3% | $8,919-77.1% | $12,624-83.8% |