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 | $20,860 | $177,572-88.3% | $154,803-86.5% | $142,382-85.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.84% | 65.07%-49.2pp | 58.88%-43.0pp | 217.08%-201.2pp |
| Employer contribution / active EE | $1,882 | $4,810-60.9% | $4,305-56.3% | $4,299-56.2% |
| Participant deferral / active EE | $2,688 | $6,272-57.1% | $5,540-51.5% | $6,507-58.7% |
| Admin fee / account holder | $2,727 | $16,786-83.8% | $14,329-81.0% | $12,624-78.4% |