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 | $122,028 | $177,572-31.3% | $154,803-21.2% | $142,382-14.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 45.94% | 65.07%-19.1pp | 58.88%-12.9pp | 217.08%-171.1pp |
| Employer contribution / active EE | $1,437 | $4,810-70.1% | $4,305-66.6% | $4,299-66.6% |
| Participant deferral / active EE | $7,124 | $6,272+13.6% | $5,540+28.6% | $6,507+9.5% |
| Admin fee / account holder | $673 | $16,786-96.0% | $14,329-95.3% | $12,624-94.7% |