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 9-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 | $88,947 | $172,478-48.4% | $145,661-38.9% | $142,382-37.5% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.2%+22.8pp | 80.1%+19.9pp |
| Annual return | 19.15% | 151.09%-131.9pp | 101.46%-82.3pp | 217.08%-197.9pp |
| Employer contribution / active EE | $3,615 | $4,899-26.2% | $4,238-14.7% | $4,299-15.9% |
| Participant deferral / active EE | $8,462 | $8,348+1.4% | $7,198+17.6% | $6,507+30.0% |
| Admin fee / account holder | $7,319 | $16,864-56.6% | $12,466-41.3% | $12,624-42.0% |