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 | $117,091 | $210,648-44.4% | $177,989-34.2% | $145,922-19.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 8.69% | 385.86%-377.2pp | 294.48%-285.8pp | 561.29%-552.6pp |
| Employer contribution / active EE | $1,391 | $4,565-69.5% | $3,949-64.8% | $4,660-70.2% |
| Participant deferral / active EE | $12,267 | $6,958+76.3% | $6,276+95.5% | $6,688+83.4% |
| Admin fee / account holder | $3,480 | $12,013-71.0% | $10,363-66.4% | $13,397-74.0% |