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 7-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 | $83,596 | $159,602-47.6% | $150,045-44.3% | $142,382-41.3% |
| Participation rate | 94.4% | 84.0%+10.5pp | 82.3%+12.1pp | 80.1%+14.3pp |
| Annual return | 16.04% | 70.24%-54.2pp | 62.55%-46.5pp | 217.08%-201.0pp |
| Employer contribution / active EE | $5,114 | $4,961+3.1% | $4,693+9.0% | $4,299+19.0% |
| Participant deferral / active EE | $11,243 | $8,310+35.3% | $7,997+40.6% | $6,507+72.8% |
| Admin fee / account holder | $355 | $14,846-97.6% | $13,435-97.4% | $12,624-97.2% |