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 | $31,937 | $179,726-82.2% | $156,263-79.6% | $142,382-77.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 21.89% | 77.86%-56.0pp | 59.47%-37.6pp | 217.08%-195.2pp |
| Employer contribution / active EE | $1,403 | $5,069-72.3% | $4,333-67.6% | $4,299-67.4% |
| Participant deferral / active EE | $6,123 | $6,956-12.0% | $6,158-0.6% | $6,507-5.9% |
| Admin fee / account holder | $697 | $17,272-96.0% | $14,255-95.1% | $12,624-94.5% |