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 | $109,270 | $118,450-7.8% | $98,439+11.0% | $139,434-21.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 29.83% | 18.94%+10.9pp | 21.16%+8.7pp | 372.94%-343.1pp |
| Employer contribution / active EE | $3,632 | $3,609+0.6% | $3,048+19.1% | $4,751-23.6% |
| Participant deferral / active EE | $15,136 | $5,392+180.7% | $4,738+219.5% | $6,710+125.6% |
| Admin fee / account holder | $9,481 | $14,026-32.4% | $8,948+6.0% | $11,403-16.9% |