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 10-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 | $93,653 | $177,572-47.3% | $154,803-39.5% | $142,382-34.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 21.56% | 65.07%-43.5pp | 58.88%-37.3pp | 217.08%-195.5pp |
| Employer contribution / active EE | $1,989 | $4,810-58.7% | $4,305-53.8% | $4,299-53.7% |
| Participant deferral / active EE | $6,732 | $6,272+7.3% | $5,540+21.5% | $6,507+3.5% |
| Admin fee / account holder | $377 | $16,786-97.8% | $14,329-97.4% | $12,624-97.0% |