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 | $138,180 | $177,572-22.2% | $154,803-10.7% | $142,382-3.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 60.00% | 65.07%-5.1pp | 58.88%+1.1pp | 217.08%-157.1pp |
| Employer contribution / active EE | $2,021 | $4,810-58.0% | $4,305-53.1% | $4,299-53.0% |
| Participant deferral / active EE | $6,113 | $6,272-2.5% | $5,540+10.3% | $6,507-6.1% |
| Admin fee / account holder | $842 | $16,786-95.0% | $14,329-94.1% | $12,624-93.3% |