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 | $31,979 | $227,553-85.9% | $189,557-83.1% | $167,490-80.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 26.53% | 78.40%-51.9pp | 64.17%-37.6pp | 478.56%-452.0pp |
| Employer contribution / active EE | $1,943 | $5,316-63.5% | $4,412-56.0% | $4,837-59.8% |
| Participant deferral / active EE | $8,775 | $7,002+25.3% | $6,174+42.1% | $6,341+38.4% |
| Admin fee / account holder | $827 | $11,878-93.0% | $9,807-91.6% | $12,309-93.3% |