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 7-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 | $72,548 | $177,572-59.1% | $154,803-53.1% | $142,382-49.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 29.71% | 65.07%-35.4pp | 58.88%-29.2pp | 217.08%-187.4pp |
| Employer contribution / active EE | $4,550 | $4,810-5.4% | $4,305+5.7% | $4,299+5.8% |
| Participant deferral / active EE | $12,926 | $6,272+106.1% | $5,540+133.3% | $6,507+98.6% |
| Admin fee / account holder | $3,955 | $16,786-76.4% | $14,329-72.4% | $12,624-68.7% |