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 | $82,353 | $159,602-48.4% | $150,045-45.1% | $142,382-42.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.37% | 70.24%-53.9pp | 62.55%-46.2pp | 217.08%-200.7pp |
| Employer contribution / active EE | $2,671 | $4,961-46.1% | $4,693-43.1% | $4,299-37.9% |
| Participant deferral / active EE | $6,863 | $8,310-17.4% | $7,997-14.2% | $6,507+5.5% |
| Admin fee / account holder | $633 | $14,846-95.7% | $13,435-95.3% | $12,624-95.0% |