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 | $154,228-41.9% | $145,433-38.4% | $137,256-34.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.06% | 74.59%-54.5pp | 66.58%-46.5pp | 220.34%-200.3pp |
| Employer contribution / active EE | $5,755 | $4,804+19.8% | $4,554+26.3% | $4,156+38.5% |
| Participant deferral / active EE | $9,965 | $8,216+21.3% | $7,897+26.2% | $6,407+55.5% |
| Admin fee / account holder | $2,693 | $14,344-81.2% | $13,129-79.5% | $12,270-78.1% |