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 | $102,259 | $93,071+9.9% | $74,583+37.1% | $273,961-62.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 7.87% | 26.18%-18.3pp | 20.47%-12.6pp | 41.45%-33.6pp |
| Employer contribution / active EE | $15,858 | $3,160+401.9% | $2,525+528.0% | $4,869+225.7% |
| Participant deferral / active EE | $24,456 | $4,160+487.9% | $3,458+607.2% | $5,287+362.6% |
| Admin fee / account holder | $468 | $5,272-91.1% | $4,138-88.7% | $10,132-95.4% |