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 | $102,887 | $162,781-36.8% | $133,956-23.2% | $158,922-35.3% |
| Participation rate | 87.5% | 83.2%+4.3pp | 79.8%+7.7pp | 82.0%+5.5pp |
| Annual return | 10.66% | 41.94%-31.3pp | 45.09%-34.4pp | 302.83%-292.2pp |
| Employer contribution / active EE | $3,410 | $4,975-31.5% | $3,919-13.0% | $4,761-28.4% |
| Participant deferral / active EE | $8,793 | $5,911+48.8% | $5,048+74.2% | $5,982+47.0% |
| Admin fee / account holder | $688 | $11,736-94.1% | $8,927-92.3% | $11,246-93.9% |