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 3-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 | $72,409 | $177,572-59.2% | $154,803-53.2% | $142,382-49.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.24% | 65.07%-49.8pp | 58.88%-43.6pp | 217.08%-201.8pp |
| Employer contribution / active EE | $4,830 | $4,810+0.4% | $4,305+12.2% | $4,299+12.4% |
| Participant deferral / active EE | $8,471 | $6,272+35.1% | $5,540+52.9% | $6,507+30.2% |
| Admin fee / account holder | $5,664 | $16,786-66.3% | $14,329-60.5% | $12,624-55.1% |