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 | $107,724 | $159,602-32.5% | $150,045-28.2% | $142,382-24.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.36% | 70.24%-51.9pp | 62.55%-44.2pp | 217.08%-198.7pp |
| Employer contribution / active EE | $4,419 | $4,961-10.9% | $4,693-5.8% | $4,299+2.8% |
| Participant deferral / active EE | $12,836 | $8,310+54.5% | $7,997+60.5% | $6,507+97.3% |
| Admin fee / account holder | $13,553 | $14,846-8.7% | $13,435+0.9% | $12,624+7.4% |