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 7-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 | $102,920 | $165,984-38.0% | $164,813-37.6% | $145,922-29.5% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.1pp |
| Annual return | 19.83% | 100.03%-80.2pp | 69.93%-50.1pp | 561.29%-541.5pp |
| Employer contribution / active EE | $2,677 | $5,273-49.2% | $4,341-38.3% | $4,660-42.5% |
| Participant deferral / active EE | $6,485 | $6,959-6.8% | $6,031+7.5% | $6,688-3.0% |
| Admin fee / account holder | $392 | $16,648-97.6% | $12,690-96.9% | $13,397-97.1% |