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 10-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 | $94,187 | $177,572-47.0% | $154,803-39.2% | $142,382-33.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.04% | 65.07%-50.0pp | 58.88%-43.8pp | 217.08%-202.0pp |
| Employer contribution / active EE | $6,200 | $4,810+28.9% | $4,305+44.0% | $4,299+44.2% |
| Participant deferral / active EE | $11,156 | $6,272+77.9% | $5,540+101.4% | $6,507+71.4% |
| Admin fee / account holder | $1,403 | $16,786-91.6% | $14,329-90.2% | $12,624-88.9% |