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 8-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 | $113,125 | $214,378-47.2% | $200,582-43.6% | $142,382-20.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 14.99% | 46.41%-31.4pp | 42.33%-27.3pp | 217.08%-202.1pp |
| Employer contribution / active EE | $4,687 | $6,841-31.5% | $6,419-27.0% | $4,299+9.0% |
| Participant deferral / active EE | $7,898 | $9,865-19.9% | $9,331-15.4% | $6,507+21.4% |
| Admin fee / account holder | $9,271 | $17,692-47.6% | $16,305-43.1% | $12,624-26.6% |