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 | $70,098 | $217,402-67.8% | $185,823-62.3% | $167,490-58.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 18.76% | 148.36%-129.6pp | 122.05%-103.3pp | 478.56%-459.8pp |
| Employer contribution / active EE | $2,024 | $5,873-65.5% | $5,167-60.8% | $4,837-58.2% |
| Participant deferral / active EE | $2,889 | $6,356-54.6% | $5,568-48.1% | $6,341-54.4% |
| Admin fee / account holder | $1,046 | $19,811-94.7% | $16,237-93.6% | $12,309-91.5% |