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 | $80,857 | $154,228-47.6% | $145,433-44.4% | $137,256-41.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.46% | 74.59%-57.1pp | 66.58%-49.1pp | 220.34%-202.9pp |
| Employer contribution / active EE | $4,266 | $4,804-11.2% | $4,554-6.3% | $4,156+2.7% |
| Participant deferral / active EE | $7,149 | $8,216-13.0% | $7,897-9.5% | $6,407+11.6% |
| Admin fee / account holder | $41,791 | $14,344+191.4% | $13,129+218.3% | $12,270+240.6% |