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 | $74,506 | $177,572-58.0% | $154,803-51.9% | $142,382-47.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.39% | 65.07%-50.7pp | 58.88%-44.5pp | 217.08%-202.7pp |
| Employer contribution / active EE | $4,972 | $4,810+3.4% | $4,305+15.5% | $4,299+15.6% |
| Participant deferral / active EE | $3,815 | $6,272-39.2% | $5,540-31.1% | $6,507-41.4% |
| Admin fee / account holder | $1,356 | $16,786-91.9% | $14,329-90.5% | $12,624-89.3% |