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 | $101,332 | $177,572-42.9% | $154,803-34.5% | $142,382-28.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.98% | 65.07%-49.1pp | 58.88%-42.9pp | 217.08%-201.1pp |
| Employer contribution / active EE | $5,793 | $4,810+20.4% | $4,305+34.6% | $4,299+34.8% |
| Participant deferral / active EE | $4,294 | $6,272-31.5% | $5,540-22.5% | $6,507-34.0% |
| Admin fee / account holder | $3,128 | $16,786-81.4% | $14,329-78.2% | $12,624-75.2% |