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 | $56,860 | $209,336-72.8% | $197,124-71.2% | $137,256-58.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 19.72% | 48.09%-28.4pp | 44.34%-24.6pp | 220.34%-200.6pp |
| Employer contribution / active EE | $1,838 | $6,591-72.1% | $6,227-70.5% | $4,156-55.8% |
| Participant deferral / active EE | $11,817 | $9,614+22.9% | $9,135+29.4% | $6,407+84.5% |
| Admin fee / account holder | $8,146 | $17,308-52.9% | $16,298-50.0% | $12,270-33.6% |