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 | $88,822 | $114,381-22.3% | $107,525-17.4% | $142,382-37.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 39.50% | 242.71%-203.2pp | 181.32%-141.8pp | 217.08%-177.6pp |
| Employer contribution / active EE | $2,037 | $4,015-49.3% | $3,754-45.7% | $4,299-52.6% |
| Participant deferral / active EE | $8,287 | $5,564+48.9% | $5,116+62.0% | $6,507+27.4% |
| Admin fee / account holder | $2,797 | $9,860-71.6% | $8,919-68.6% | $12,624-77.8% |