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 | $124,731 | $154,228-19.1% | $145,433-14.2% | $137,256-9.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.46% | 74.59%-56.1pp | 66.58%-48.1pp | 220.34%-201.9pp |
| Employer contribution / active EE | $2,387 | $4,804-50.3% | $4,554-47.6% | $4,156-42.6% |
| Participant deferral / active EE | $4,646 | $8,216-43.5% | $7,897-41.2% | $6,407-27.5% |
| Admin fee / account holder | $1,578 | $14,344-89.0% | $13,129-88.0% | $12,270-87.1% |