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 | $82,316 | $183,519-55.1% | $155,509-47.1% | $145,922-43.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 47.29% | 61.17%-13.9pp | 64.67%-17.4pp | 561.29%-514.0pp |
| Employer contribution / active EE | $5,088 | $5,313-4.2% | $4,672+8.9% | $4,660+9.2% |
| Participant deferral / active EE | $6,102 | $6,462-5.6% | $5,626+8.5% | $6,688-8.8% |
| Admin fee / account holder | $10,238 | $19,313-47.0% | $15,912-35.7% | $13,397-23.6% |