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 7-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 | $104,525 | $177,572-41.1% | $154,803-32.5% | $142,382-26.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.08% | 65.07%-46.0pp | 58.88%-39.8pp | 217.08%-198.0pp |
| Employer contribution / active EE | $4,369 | $4,810-9.2% | $4,305+1.5% | $4,299+1.6% |
| Participant deferral / active EE | $11,781 | $6,272+87.8% | $5,540+112.6% | $6,507+81.0% |
| Admin fee / account holder | $3,975 | $16,786-76.3% | $14,329-72.3% | $12,624-68.5% |