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 6-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 | $87,159 | $159,602-45.4% | $150,045-41.9% | $142,382-38.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.37% | 70.24%-50.9pp | 62.55%-43.2pp | 217.08%-197.7pp |
| Employer contribution / active EE | $3,147 | $4,961-36.6% | $4,693-32.9% | $4,299-26.8% |
| Participant deferral / active EE | $9,772 | $8,310+17.6% | $7,997+22.2% | $6,507+50.2% |
| Admin fee / account holder | $1,452 | $14,846-90.2% | $13,435-89.2% | $12,624-88.5% |