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 5-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 | $88,619 | $154,228-42.5% | $145,433-39.1% | $137,256-35.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 128.91% | 74.59%+54.3pp | 66.58%+62.3pp | 220.34%-91.4pp |
| Employer contribution / active EE | $4,728 | $4,804-1.6% | $4,554+3.8% | $4,156+13.8% |
| Participant deferral / active EE | $11,417 | $8,216+39.0% | $7,897+44.6% | $6,407+78.2% |
| Admin fee / account holder | $575 | $14,344-96.0% | $13,129-95.6% | $12,270-95.3% |