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 9-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 | $45,452 | $159,602-71.5% | $150,045-69.7% | $142,382-68.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.75% | 70.24%-52.5pp | 62.55%-44.8pp | 217.08%-199.3pp |
| Employer contribution / active EE | $2,597 | $4,961-47.6% | $4,693-44.7% | $4,299-39.6% |
| Participant deferral / active EE | $4,914 | $8,310-40.9% | $7,997-38.6% | $6,507-24.5% |
| Admin fee / account holder | $586 | $14,846-96.1% | $13,435-95.6% | $12,624-95.4% |