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 | $53,359 | $154,228-65.4% | $145,433-63.3% | $137,256-61.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.41% | 74.59%-60.2pp | 66.58%-52.2pp | 220.34%-205.9pp |
| Employer contribution / active EE | $4,739 | $4,804-1.4% | $4,554+4.0% | $4,156+14.0% |
| Participant deferral / active EE | $7,668 | $8,216-6.7% | $7,897-2.9% | $6,407+19.7% |
| Admin fee / account holder | $8,934 | $14,344-37.7% | $13,129-32.0% | $12,270-27.2% |