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 6-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 | $91,161 | $159,602-42.9% | $150,045-39.2% | $142,382-36.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.72% | 70.24%-55.5pp | 62.55%-47.8pp | 217.08%-202.4pp |
| Employer contribution / active EE | $4,205 | $4,961-15.2% | $4,693-10.4% | $4,299-2.2% |
| Participant deferral / active EE | $14,918 | $8,310+79.5% | $7,997+86.5% | $6,507+129.3% |
| Admin fee / account holder | $5,674 | $14,846-61.8% | $13,435-57.8% | $12,624-55.1% |