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 | $102,884 | $177,572-42.1% | $154,803-33.5% | $142,382-27.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.87% | 65.07%-47.2pp | 58.88%-41.0pp | 217.08%-199.2pp |
| Employer contribution / active EE | $2,356 | $4,810-51.0% | $4,305-45.3% | $4,299-45.2% |
| Participant deferral / active EE | $7,042 | $6,272+12.3% | $5,540+27.1% | $6,507+8.2% |
| Admin fee / account holder | $812 | $16,786-95.2% | $14,329-94.3% | $12,624-93.6% |