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 | $105,810 | $154,228-31.4% | $145,433-27.2% | $137,256-22.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.45% | 74.59%-61.1pp | 66.58%-53.1pp | 220.34%-206.9pp |
| Employer contribution / active EE | $4,080 | $4,804-15.1% | $4,554-10.4% | $4,156-1.8% |
| Participant deferral / active EE | $6,455 | $8,216-21.4% | $7,897-18.3% | $6,407+0.7% |
| Admin fee / account holder | $2,671 | $14,344-81.4% | $13,129-79.7% | $12,270-78.2% |