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 8-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 | $115,966 | $177,572-34.7% | $154,803-25.1% | $142,382-18.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.25% | 65.07%-45.8pp | 58.88%-39.6pp | 217.08%-197.8pp |
| Employer contribution / active EE | $8,724 | $4,810+81.4% | $4,305+102.6% | $4,299+102.9% |
| Participant deferral / active EE | $6,149 | $6,272-2.0% | $5,540+11.0% | $6,507-5.5% |
| Admin fee / account holder | $2,294 | $16,786-86.3% | $14,329-84.0% | $12,624-81.8% |