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 | $62,299 | $159,602-61.0% | $150,045-58.5% | $142,382-56.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 22.30% | 70.24%-47.9pp | 62.55%-40.3pp | 217.08%-194.8pp |
| Employer contribution / active EE | $4,397 | $4,961-11.4% | $4,693-6.3% | $4,299+2.3% |
| Participant deferral / active EE | $10,921 | $8,310+31.4% | $7,997+36.6% | $6,507+67.8% |
| Admin fee / account holder | $400 | $14,846-97.3% | $13,435-97.0% | $12,624-96.8% |