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 8-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 | $97,588 | $114,381-14.7% | $107,525-9.2% | $142,382-31.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 16.61% | 242.71%-226.1pp | 181.32%-164.7pp | 217.08%-200.5pp |
| Employer contribution / active EE | $2,317 | $4,015-42.3% | $3,754-38.3% | $4,299-46.1% |
| Participant deferral / active EE | $6,355 | $5,564+14.2% | $5,116+24.2% | $6,507-2.3% |
| Admin fee / account holder | $7,605 | $9,860-22.9% | $8,919-14.7% | $12,624-39.8% |