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 7-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 | $81,220 | $154,228-47.3% | $145,433-44.2% | $137,256-40.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 35.78% | 74.59%-38.8pp | 66.58%-30.8pp | 220.34%-184.6pp |
| Employer contribution / active EE | $5,481 | $4,804+14.1% | $4,554+20.3% | $4,156+31.9% |
| Participant deferral / active EE | $12,130 | $8,216+47.6% | $7,897+53.6% | $6,407+89.3% |
| Admin fee / account holder | $12,012 | $14,344-16.3% | $13,129-8.5% | $12,270-2.1% |