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 9-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 | $92,758 | $177,572-47.8% | $154,803-40.1% | $142,382-34.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.20% | 65.07%-45.9pp | 58.88%-39.7pp | 217.08%-197.9pp |
| Employer contribution / active EE | $3,934 | $4,810-18.2% | $4,305-8.6% | $4,299-8.5% |
| Participant deferral / active EE | $5,841 | $6,272-6.9% | $5,540+5.4% | $6,507-10.2% |
| Admin fee / account holder | $554 | $16,786-96.7% | $14,329-96.1% | $12,624-95.6% |