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 | $103,607 | $185,822-44.2% | $169,993-39.1% | $139,434-25.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 19.08% | 60.50%-41.4pp | 53.37%-34.3pp | 372.94%-353.9pp |
| Employer contribution / active EE | $4,947 | $7,590-34.8% | $6,785-27.1% | $4,751+4.1% |
| Participant deferral / active EE | $12,792 | $11,622+10.1% | $10,408+22.9% | $6,710+90.6% |
| Admin fee / account holder | $8,952 | $15,381-41.8% | $12,815-30.1% | $11,403-21.5% |