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 | $79,513 | $177,572-55.2% | $154,803-48.6% | $142,382-44.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 24.81% | 65.07%-40.3pp | 58.88%-34.1pp | 217.08%-192.3pp |
| Employer contribution / active EE | $2,770 | $4,810-42.4% | $4,305-35.7% | $4,299-35.6% |
| Participant deferral / active EE | $12,297 | $6,272+96.1% | $5,540+121.9% | $6,507+89.0% |
| Admin fee / account holder | $12,858 | $16,786-23.4% | $14,329-10.3% | $12,624+1.9% |