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 | $126,298 | $185,822-32.0% | $169,993-25.7% | $139,434-9.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 27.26% | 60.50%-33.2pp | 53.37%-26.1pp | 372.94%-345.7pp |
| Employer contribution / active EE | $2,074 | $7,590-72.7% | $6,785-69.4% | $4,751-56.3% |
| Participant deferral / active EE | $4,797 | $11,622-58.7% | $10,408-53.9% | $6,710-28.5% |
| Admin fee / account holder | $1,800 | $15,381-88.3% | $12,815-86.0% | $11,403-84.2% |