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 8-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 | $56,093 | $214,378-73.8% | $200,582-72.0% | $142,382-60.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 18.37% | 46.41%-28.0pp | 42.33%-24.0pp | 217.08%-198.7pp |
| Employer contribution / active EE | $3,926 | $6,841-42.6% | $6,419-38.8% | $4,299-8.7% |
| Participant deferral / active EE | $7,341 | $9,865-25.6% | $9,331-21.3% | $6,507+12.8% |
| Admin fee / account holder | $3,915 | $17,692-77.9% | $16,305-76.0% | $12,624-69.0% |