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 | $50,553 | $154,228-67.2% | $145,433-65.2% | $137,256-63.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.73% | 74.59%-54.9pp | 66.58%-46.8pp | 220.34%-200.6pp |
| Employer contribution / active EE | $4,339 | $4,804-9.7% | $4,554-4.7% | $4,156+4.4% |
| Participant deferral / active EE | $7,304 | $8,216-11.1% | $7,897-7.5% | $6,407+14.0% |
| Admin fee / account holder | $1,256 | $14,344-91.2% | $13,129-90.4% | $12,270-89.8% |