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 | $89,143 | $185,822-52.0% | $169,993-47.6% | $139,434-36.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 15.82% | 60.50%-44.7pp | 53.37%-37.6pp | 372.94%-357.1pp |
| Employer contribution / active EE | $4,005 | $7,590-47.2% | $6,785-41.0% | $4,751-15.7% |
| Participant deferral / active EE | $3,685 | $11,622-68.3% | $10,408-64.6% | $6,710-45.1% |
| Admin fee / account holder | $2,304 | $15,381-85.0% | $12,815-82.0% | $11,403-79.8% |