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 | $116,587 | $148,534-21.5% | $135,903-14.2% | $139,434-16.4% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 68.52% | 79.19%-10.7pp | 68.23%+0.3pp | 372.94%-304.4pp |
| Employer contribution / active EE | $18,649 | $5,243+255.7% | $4,856+284.0% | $4,751+292.6% |
| Participant deferral / active EE | $6,394 | $8,100-21.1% | $7,758-17.6% | $6,710-4.7% |
| Admin fee / account holder | $663 | $12,400-94.7% | $10,762-93.8% | $11,403-94.2% |