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 | $83,648 | $185,822-55.0% | $169,993-50.8% | $139,434-40.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 19.09% | 60.50%-41.4pp | 53.37%-34.3pp | 372.94%-353.9pp |
| Employer contribution / active EE | $3,551 | $7,590-53.2% | $6,785-47.7% | $4,751-25.3% |
| Participant deferral / active EE | $12,600 | $11,622+8.4% | $10,408+21.1% | $6,710+87.8% |
| Admin fee / account holder | $317 | $15,381-97.9% | $12,815-97.5% | $11,403-97.2% |