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 | $99,411 | $177,572-44.0% | $154,803-35.8% | $142,382-30.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.73% | 65.07%-45.3pp | 58.88%-39.2pp | 217.08%-197.3pp |
| Employer contribution / active EE | $2,447 | $4,810-49.1% | $4,305-43.2% | $4,299-43.1% |
| Participant deferral / active EE | $5,525 | $6,272-11.9% | $5,540-0.3% | $6,507-15.1% |
| Admin fee / account holder | $445 | $16,786-97.3% | $14,329-96.9% | $12,624-96.5% |