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 | $69,825 | $159,602-56.3% | $150,045-53.5% | $142,382-51.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 23.12% | 70.24%-47.1pp | 62.55%-39.4pp | 217.08%-194.0pp |
| Employer contribution / active EE | $3,283 | $4,961-33.8% | $4,693-30.0% | $4,299-23.6% |
| Participant deferral / active EE | $7,204 | $8,310-13.3% | $7,997-9.9% | $6,507+10.7% |
| Admin fee / account holder | $6,903 | $14,846-53.5% | $13,435-48.6% | $12,624-45.3% |