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 10-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 | $59,891 | $177,572-66.3% | $154,803-61.3% | $142,382-57.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.13% | 65.07%-51.9pp | 58.88%-45.8pp | 217.08%-203.9pp |
| Employer contribution / active EE | $3,494 | $4,810-27.4% | $4,305-18.8% | $4,299-18.7% |
| Participant deferral / active EE | $5,861 | $6,272-6.5% | $5,540+5.8% | $6,507-9.9% |
| Admin fee / account holder | $371 | $16,786-97.8% | $14,329-97.4% | $12,624-97.1% |