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 | $124,689 | $154,228-19.2% | $145,433-14.3% | $137,256-9.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.75% | 74.59%-52.8pp | 66.58%-44.8pp | 220.34%-198.6pp |
| Employer contribution / active EE | $3,166 | $4,804-34.1% | $4,554-30.5% | $4,156-23.8% |
| Participant deferral / active EE | $18,493 | $8,216+125.1% | $7,897+134.2% | $6,407+188.6% |
| Admin fee / account holder | $557 | $14,344-96.1% | $13,129-95.8% | $12,270-95.5% |