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 | $60,474 | $159,602-62.1% | $150,045-59.7% | $142,382-57.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 13.30% | 70.24%-56.9pp | 62.55%-49.3pp | 217.08%-203.8pp |
| Employer contribution / active EE | $1,565 | $4,961-68.5% | $4,693-66.7% | $4,299-63.6% |
| Participant deferral / active EE | $5,706 | $8,310-31.3% | $7,997-28.6% | $6,507-12.3% |
| Admin fee / account holder | $1,234 | $14,846-91.7% | $13,435-90.8% | $12,624-90.2% |