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 | $92,537 | $117,983-21.6% | $101,794-9.1% | $142,382-35.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 20.19% | 36.92%-16.7pp | 30.53%-10.3pp | 217.08%-196.9pp |
| Employer contribution / active EE | $3,244 | $2,773+17.0% | $2,289+41.7% | $4,299-24.5% |
| Participant deferral / active EE | $4,839 | $4,714+2.7% | $4,084+18.5% | $6,507-25.6% |
| Admin fee / account holder | $1,211 | $10,433-88.4% | $8,777-86.2% | $12,624-90.4% |