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 | $89,619 | $159,602-43.8% | $150,045-40.3% | $142,382-37.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.06% | 70.24%-50.2pp | 62.55%-42.5pp | 217.08%-197.0pp |
| Employer contribution / active EE | $5,755 | $4,961+16.0% | $4,693+22.6% | $4,299+33.9% |
| Participant deferral / active EE | $9,965 | $8,310+19.9% | $7,997+24.6% | $6,507+53.1% |
| Admin fee / account holder | $2,693 | $14,846-81.9% | $13,435-80.0% | $12,624-78.7% |