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 9-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 | $102,024 | $177,572-42.5% | $154,803-34.1% | $142,382-28.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.08% | 65.07%-51.0pp | 58.88%-44.8pp | 217.08%-203.0pp |
| Employer contribution / active EE | $2,536 | $4,810-47.3% | $4,305-41.1% | $4,299-41.0% |
| Participant deferral / active EE | $7,489 | $6,272+19.4% | $5,540+35.2% | $6,507+15.1% |
| Admin fee / account holder | $1,680 | $16,786-90.0% | $14,329-88.3% | $12,624-86.7% |