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 | $88,211 | $163,101-45.9% | $136,749-35.5% | $142,382-38.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 19.19% | 27.54%-8.3pp | 24.33%-5.1pp | 217.08%-197.9pp |
| Employer contribution / active EE | $4,331 | $4,117+5.2% | $3,400+27.4% | $4,299+0.7% |
| Participant deferral / active EE | $5,157 | $5,585-7.7% | $4,692+9.9% | $6,507-20.8% |
| Admin fee / account holder | $2,000 | $14,318-86.0% | $11,386-82.4% | $12,624-84.2% |