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 | $89,189 | $179,726-50.4% | $156,263-42.9% | $142,382-37.4% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.9%+12.8pp | 80.1%+11.5pp |
| Annual return | 14.70% | 77.86%-63.2pp | 59.47%-44.8pp | 217.08%-202.4pp |
| Employer contribution / active EE | $3,881 | $5,069-23.4% | $4,333-10.4% | $4,299-9.7% |
| Participant deferral / active EE | $12,319 | $6,956+77.1% | $6,158+100.0% | $6,507+89.3% |
| Admin fee / account holder | $4,883 | $17,272-71.7% | $14,255-65.7% | $12,624-61.3% |