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 | $76,104 | $201,272-62.2% | $184,203-58.7% | $145,922-47.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.01% | 29.00%-19.0pp | 28.81%-18.8pp | 561.29%-551.3pp |
| Employer contribution / active EE | $7,454 | $7,022+6.1% | $6,427+16.0% | $4,660+60.0% |
| Participant deferral / active EE | $11,643 | $9,806+18.7% | $9,131+27.5% | $6,688+74.1% |
| Admin fee / account holder | $7,544 | $16,364-53.9% | $13,901-45.7% | $13,397-43.7% |