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 | $79,521 | $159,602-50.2% | $150,045-47.0% | $142,382-44.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.08% | 70.24%-53.2pp | 62.55%-45.5pp | 217.08%-200.0pp |
| Employer contribution / active EE | $4,660 | $4,961-6.1% | $4,693-0.7% | $4,299+8.4% |
| Participant deferral / active EE | $14,577 | $8,310+75.4% | $7,997+82.3% | $6,507+124.0% |
| Admin fee / account holder | $9,122 | $14,846-38.6% | $13,435-32.1% | $12,624-27.7% |