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 | $84,208 | $118,450-28.9% | $98,439-14.5% | $139,434-39.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 34.51% | 18.94%+15.6pp | 21.16%+13.4pp | 372.94%-338.4pp |
| Employer contribution / active EE | $3,060 | $3,609-15.2% | $3,048+0.4% | $4,751-35.6% |
| Participant deferral / active EE | $4,748 | $5,392-11.9% | $4,738+0.2% | $6,710-29.2% |
| Admin fee / account holder | $3,085 | $14,026-78.0% | $8,948-65.5% | $11,403-72.9% |