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 | $94,684 | $106,749-11.3% | $145,433-34.9% | $82,448+14.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 24.25% | 27.59%-3.3pp | 66.58%-42.3pp | 41.64%-17.4pp |
| Employer contribution / active EE | $5,815 | $3,444+68.8% | $4,554+27.7% | $2,551+127.9% |
| Participant deferral / active EE | $11,758 | $6,519+80.4% | $7,897+48.9% | $4,139+184.1% |
| Admin fee / account holder | $2,413 | $8,390-71.2% | $13,129-81.6% | $7,234-66.6% |