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 8-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 | $64,268 | $132,634-51.5% | $115,768-44.5% | $137,256-53.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 17.18% | 160.70%-143.5pp | 100.46%-83.3pp | 220.34%-203.2pp |
| Employer contribution / active EE | $3,923 | $3,360+16.8% | $2,940+33.4% | $4,156-5.6% |
| Participant deferral / active EE | $8,009 | $5,619+42.5% | $4,917+62.9% | $6,407+25.0% |
| Admin fee / account holder | $14,161 | $15,028-5.8% | $12,439+13.8% | $12,270+15.4% |