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 | $41,685 | $154,228-73.0% | $145,433-71.3% | $137,256-69.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.01% | 74.59%-57.6pp | 66.58%-49.6pp | 220.34%-203.3pp |
| Employer contribution / active EE | $4,321 | $4,804-10.1% | $4,554-5.1% | $4,156+4.0% |
| Participant deferral / active EE | $7,865 | $8,216-4.3% | $7,897-0.4% | $6,407+22.8% |
| Admin fee / account holder | $1,118 | $14,344-92.2% | $13,129-91.5% | $12,270-90.9% |