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 | $83,740 | $214,378-60.9% | $200,582-58.3% | $142,382-41.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 13.26% | 46.41%-33.1pp | 42.33%-29.1pp | 217.08%-203.8pp |
| Employer contribution / active EE | $3,274 | $6,841-52.1% | $6,419-49.0% | $4,299-23.8% |
| Participant deferral / active EE | $10,431 | $9,865+5.7% | $9,331+11.8% | $6,507+60.3% |
| Admin fee / account holder | $10,583 | $17,692-40.2% | $16,305-35.1% | $12,624-16.2% |