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 | $104,305 | $148,534-29.8% | $135,903-23.2% | $139,434-25.2% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 18.21% | 79.19%-61.0pp | 68.23%-50.0pp | 372.94%-354.7pp |
| Employer contribution / active EE | $4,059 | $5,243-22.6% | $4,856-16.4% | $4,751-14.6% |
| Participant deferral / active EE | $12,821 | $8,100+58.3% | $7,758+65.3% | $6,710+91.1% |
| Admin fee / account holder | $909 | $12,400-92.7% | $10,762-91.6% | $11,403-92.0% |