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 | $27,684 | $154,228-82.1% | $145,433-81.0% | $137,256-79.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 22.17% | 74.59%-52.4pp | 66.58%-44.4pp | 220.34%-198.2pp |
| Employer contribution / active EE | $4,610 | $4,804-4.0% | $4,554+1.2% | $4,156+10.9% |
| Participant deferral / active EE | $7,952 | $8,216-3.2% | $7,897+0.7% | $6,407+24.1% |
| Admin fee / account holder | $8,368 | $14,344-41.7% | $13,129-36.3% | $12,270-31.8% |