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 | $91,127 | $177,572-48.7% | $154,803-41.1% | $142,382-36.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.19% | 65.07%-49.9pp | 58.88%-43.7pp | 217.08%-201.9pp |
| Employer contribution / active EE | $4,244 | $4,810-11.8% | $4,305-1.4% | $4,299-1.3% |
| Participant deferral / active EE | $5,439 | $6,272-13.3% | $5,540-1.8% | $6,507-16.4% |
| Admin fee / account holder | $766 | $16,786-95.4% | $14,329-94.7% | $12,624-93.9% |