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 | $71,059 | $71,0500% | $93,606-24.1% | $80,856-12.1% |
| Participation rate | 88.9% | 60.4%+28.5pp | 68.7%+20.2pp | 67.6%+21.3pp |
| Annual return | 11.13% | 11.26%-0.1pp | 133.20%-122.1pp | 35.59%-24.5pp |
| Employer contribution / active EE | $3,493 | $1,564+123.4% | $2,420+44.3% | $2,755+26.8% |
| Participant deferral / active EE | $4,489 | $4,034+11.3% | $4,411+1.8% | $4,296+4.5% |
| Admin fee / account holder | $1,839 | $6,945-73.5% | $8,285-77.8% | $6,918-73.4% |