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 | $87,096 | $185,822-53.1% | $169,993-48.8% | $139,434-37.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 12.19% | 60.50%-48.3pp | 53.37%-41.2pp | 372.94%-360.7pp |
| Employer contribution / active EE | $5,316 | $7,590-30.0% | $6,785-21.7% | $4,751+11.9% |
| Participant deferral / active EE | $7,674 | $11,622-34.0% | $10,408-26.3% | $6,710+14.4% |
| Admin fee / account holder | $6,291 | $15,381-59.1% | $12,815-50.9% | $11,403-44.8% |