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 | $56,542 | $201,259-71.9% | $184,200-69.3% | $145,959-61.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 34.77% | 28.98%+5.8pp | 28.80%+6.0pp | 561.95%-527.2pp |
| Employer contribution / active EE | $7,047 | $7,018+0.4% | $6,424+9.7% | $4,661+51.2% |
| Participant deferral / active EE | $12,530 | $9,806+27.8% | $9,132+37.2% | $6,689+87.3% |
| Admin fee / account holder | $1,777 | $16,372-89.1% | $13,907-87.2% | $13,398-86.7% |