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 | $104,701 | $209,336-50.0% | $197,124-46.9% | $137,256-23.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 14.70% | 48.09%-33.4pp | 44.34%-29.6pp | 220.34%-205.6pp |
| Employer contribution / active EE | $7,516 | $6,591+14.0% | $6,227+20.7% | $4,156+80.8% |
| Participant deferral / active EE | $7,323 | $9,614-23.8% | $9,135-19.8% | $6,407+14.3% |
| Admin fee / account holder | $7,525 | $17,308-56.5% | $16,298-53.8% | $12,270-38.7% |