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 9-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 | $76,365 | $177,572-57.0% | $154,803-50.7% | $142,382-46.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 11.42% | 65.07%-53.6pp | 58.88%-47.5pp | 217.08%-205.7pp |
| Employer contribution / active EE | $6,488 | $4,810+34.9% | $4,305+50.7% | $4,299+50.9% |
| Participant deferral / active EE | $6,085 | $6,272-3.0% | $5,540+9.8% | $6,507-6.5% |
| Admin fee / account holder | $432 | $16,786-97.4% | $14,329-97.0% | $12,624-96.6% |