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 5-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 | $77,084 | $177,572-56.6% | $154,803-50.2% | $142,382-45.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 78.08% | 65.07%+13.0pp | 58.88%+19.2pp | 217.08%-139.0pp |
| Employer contribution / active EE | $2,564 | $4,810-46.7% | $4,305-40.5% | $4,299-40.4% |
| Participant deferral / active EE | $9,221 | $6,272+47.0% | $5,540+66.4% | $6,507+41.7% |
| Admin fee / account holder | $2,145 | $16,786-87.2% | $14,329-85.0% | $12,624-83.0% |