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 | $82,214 | $114,381-28.1% | $107,525-23.5% | $142,382-42.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 21.02% | 242.71%-221.7pp | 181.32%-160.3pp | 217.08%-196.1pp |
| Employer contribution / active EE | $3,479 | $4,015-13.3% | $3,754-7.3% | $4,299-19.1% |
| Participant deferral / active EE | $10,079 | $5,564+81.1% | $5,116+97.0% | $6,507+54.9% |
| Admin fee / account holder | $1,265 | $9,860-87.2% | $8,919-85.8% | $12,624-90.0% |