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 9-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 | $128,300 | $177,572-27.7% | $154,803-17.1% | $142,382-9.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.48% | 65.07%-45.6pp | 58.88%-39.4pp | 217.08%-197.6pp |
| Employer contribution / active EE | $2,432 | $4,810-49.4% | $4,305-43.5% | $4,299-43.4% |
| Participant deferral / active EE | $5,614 | $6,272-10.5% | $5,540+1.3% | $6,507-13.7% |
| Admin fee / account holder | $7,286 | $16,786-56.6% | $14,329-49.2% | $12,624-42.3% |