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 6-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 | $65,135 | $133,922-51.4% | $116,228-44.0% | $142,382-54.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 20.93% | 147.76%-126.8pp | 90.06%-69.1pp | 217.08%-196.1pp |
| Employer contribution / active EE | $3,178 | $3,446-7.8% | $2,994+6.1% | $4,299-26.1% |
| Participant deferral / active EE | $9,676 | $5,672+70.6% | $4,953+95.4% | $6,507+48.7% |
| Admin fee / account holder | $3,901 | $14,945-73.9% | $11,989-67.5% | $12,624-69.1% |