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 5-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 | $92,973 | $117,983-21.2% | $101,794-8.7% | $142,382-34.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 14.21% | 36.92%-22.7pp | 30.53%-16.3pp | 217.08%-202.9pp |
| Employer contribution / active EE | $2,664 | $2,773-3.9% | $2,289+16.4% | $4,299-38.0% |
| Participant deferral / active EE | $13,767 | $4,714+192.1% | $4,084+237.1% | $6,507+111.6% |
| Admin fee / account holder | $4,003 | $10,433-61.6% | $8,777-54.4% | $12,624-68.3% |