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 | $46,215 | $179,726-74.3% | $156,263-70.4% | $142,382-67.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 14.95% | 77.86%-62.9pp | 59.47%-44.5pp | 217.08%-202.1pp |
| Employer contribution / active EE | $4,935 | $5,069-2.6% | $4,333+13.9% | $4,299+14.8% |
| Participant deferral / active EE | $2,651 | $6,956-61.9% | $6,158-56.9% | $6,507-59.3% |
| Admin fee / account holder | $5,870 | $17,272-66.0% | $14,255-58.8% | $12,624-53.5% |