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 | $108,525 | $177,572-38.9% | $154,803-29.9% | $142,382-23.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.92% | 65.07%-51.2pp | 58.88%-45.0pp | 217.08%-203.2pp |
| Employer contribution / active EE | $2,263 | $4,810-53.0% | $4,305-47.4% | $4,299-47.4% |
| Participant deferral / active EE | $6,634 | $6,272+5.8% | $5,540+19.7% | $6,507+1.9% |
| Admin fee / account holder | $825 | $16,786-95.1% | $14,329-94.2% | $12,624-93.5% |