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 | $62,625 | $159,602-60.8% | $150,045-58.3% | $142,382-56.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.98% | 70.24%-51.3pp | 62.55%-43.6pp | 217.08%-198.1pp |
| Employer contribution / active EE | $5,331 | $4,961+7.5% | $4,693+13.6% | $4,299+24.0% |
| Participant deferral / active EE | $11,922 | $8,310+43.5% | $7,997+49.1% | $6,507+83.2% |
| Admin fee / account holder | $10,742 | $14,846-27.6% | $13,435-20.0% | $12,624-14.9% |