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 3-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 | $122,740 | $159,602-23.1% | $150,045-18.2% | $142,382-13.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.68% | 70.24%-55.6pp | 62.55%-47.9pp | 217.08%-202.4pp |
| Employer contribution / active EE | $4,527 | $4,961-8.7% | $4,693-3.5% | $4,299+5.3% |
| Participant deferral / active EE | $11,068 | $8,310+33.2% | $7,997+38.4% | $6,507+70.1% |
| Admin fee / account holder | $3,610 | $14,846-75.7% | $13,435-73.1% | $12,624-71.4% |