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 | $47,186 | $177,572-73.4% | $154,803-69.5% | $142,382-66.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.36% | 65.07%-48.7pp | 58.88%-42.5pp | 217.08%-200.7pp |
| Employer contribution / active EE | $10,411 | $4,810+116.4% | $4,305+141.8% | $4,299+142.2% |
| Participant deferral / active EE | $6,018 | $6,272-4.0% | $5,540+8.6% | $6,507-7.5% |
| Admin fee / account holder | $356 | $16,786-97.9% | $14,329-97.5% | $12,624-97.2% |