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 8-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 | $119,578 | $117,841+1.5% | $102,423+16.7% | $145,922-18.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 24.95% | 31.65%-6.7pp | 29.32%-4.4pp | 561.29%-536.3pp |
| Employer contribution / active EE | $3,164 | $3,615-12.5% | $3,023+4.7% | $4,660-32.1% |
| Participant deferral / active EE | $12,373 | $5,731+115.9% | $5,053+144.9% | $6,688+85.0% |
| Admin fee / account holder | $1,568 | $13,326-88.2% | $9,451-83.4% | $13,397-88.3% |