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 | $103,385 | $114,381-9.6% | $107,525-3.9% | $142,382-27.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 20.93% | 242.71%-221.8pp | 181.32%-160.4pp | 217.08%-196.1pp |
| Employer contribution / active EE | $4,220 | $4,015+5.1% | $3,754+12.4% | $4,299-1.9% |
| Participant deferral / active EE | $4,915 | $5,564-11.7% | $5,116-3.9% | $6,507-24.5% |
| Admin fee / account holder | $777 | $9,860-92.1% | $8,919-91.3% | $12,624-93.8% |