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 8-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 | $102,556 | $117,841-13.0% | $102,423+0.1% | $145,922-29.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.74% | 31.65%-21.9pp | 29.32%-19.6pp | 561.29%-551.5pp |
| Employer contribution / active EE | $3,590 | $3,615-0.7% | $3,023+18.7% | $4,660-23.0% |
| Participant deferral / active EE | $4,297 | $5,731-25.0% | $5,053-15.0% | $6,688-35.7% |
| Admin fee / account holder | $2,223 | $13,326-83.3% | $9,451-76.5% | $13,397-83.4% |