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 | $96,883 | $177,572-45.4% | $154,803-37.4% | $142,382-32.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.94% | 65.07%-50.1pp | 58.88%-43.9pp | 217.08%-202.1pp |
| Employer contribution / active EE | $6,286 | $4,810+30.7% | $4,305+46.0% | $4,299+46.2% |
| Participant deferral / active EE | $7,255 | $6,272+15.7% | $5,540+30.9% | $6,507+11.5% |
| Admin fee / account holder | $1,799 | $16,786-89.3% | $14,329-87.4% | $12,624-85.8% |