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 | $66,542 | $159,602-58.3% | $150,045-55.7% | $142,382-53.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.09% | 70.24%-50.1pp | 62.55%-42.5pp | 217.08%-197.0pp |
| Employer contribution / active EE | $4,476 | $4,961-9.8% | $4,693-4.6% | $4,299+4.1% |
| Participant deferral / active EE | $10,084 | $8,310+21.3% | $7,997+26.1% | $6,507+55.0% |
| Admin fee / account holder | $28,634 | $14,846+92.9% | $13,435+113.1% | $12,624+126.8% |