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 | $100,672 | $74,888+34.4% | $71,209+41.4% | $142,382-29.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 14.85% | 345.14%-330.3pp | 282.51%-267.7pp | 217.08%-202.2pp |
| Employer contribution / active EE | $2,958 | $2,854+3.6% | $2,721+8.7% | $4,299-31.2% |
| Participant deferral / active EE | $2,958 | $4,454-33.6% | $4,175-29.2% | $6,507-54.5% |
| Admin fee / account holder | $1,138 | $5,568-79.6% | $5,349-78.7% | $12,624-91.0% |