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 6-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 | $50,361 | $159,602-68.4% | $150,045-66.4% | $142,382-64.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 21.71% | 70.24%-48.5pp | 62.55%-40.8pp | 217.08%-195.4pp |
| Employer contribution / active EE | $7,370 | $4,961+48.6% | $4,693+57.0% | $4,299+71.4% |
| Participant deferral / active EE | $7,407 | $8,310-10.9% | $7,997-7.4% | $6,507+13.8% |
| Admin fee / account holder | $6,463 | $14,846-56.5% | $13,435-51.9% | $12,624-48.8% |