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 | $123,865 | $179,726-31.1% | $156,263-20.7% | $142,382-13.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 15.07% | 77.86%-62.8pp | 59.47%-44.4pp | 217.08%-202.0pp |
| Employer contribution / active EE | $4,750 | $5,069-6.3% | $4,333+9.6% | $4,299+10.5% |
| Participant deferral / active EE | $8,032 | $6,956+15.5% | $6,158+30.4% | $6,507+23.4% |
| Admin fee / account holder | $580 | $17,272-96.6% | $14,255-95.9% | $12,624-95.4% |