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 5-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 | $81,977 | $177,572-53.8% | $154,803-47.0% | $142,382-42.4% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 18.88% | 65.07%-46.2pp | 58.88%-40.0pp | 217.08%-198.2pp |
| Employer contribution / active EE | $3,363 | $4,810-30.1% | $4,305-21.9% | $4,299-21.8% |
| Participant deferral / active EE | $12,527 | $6,272+99.7% | $5,540+126.1% | $6,507+92.5% |
| Admin fee / account holder | $626 | $16,786-96.3% | $14,329-95.6% | $12,624-95.0% |