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 | $100,104 | $183,592-45.5% | $155,567-35.7% | $145,959-31.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.02% | 61.24%-44.2pp | 64.74%-47.7pp | 561.95%-544.9pp |
| Employer contribution / active EE | $4,241 | $5,315-20.2% | $4,674-9.3% | $4,661-9.0% |
| Participant deferral / active EE | $6,867 | $6,464+6.2% | $5,628+22.0% | $6,689+2.7% |
| Admin fee / account holder | $5,693 | $19,318-70.5% | $15,916-64.2% | $13,398-57.5% |