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 | $70,547 | $178,174-60.4% | $156,181-54.8% | $137,256-48.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 15.01% | 84.19%-69.2pp | 64.87%-49.9pp | 220.34%-205.3pp |
| Employer contribution / active EE | $1,259 | $4,972-74.7% | $4,294-70.7% | $4,156-69.7% |
| Participant deferral / active EE | $9,023 | $6,888+31.0% | $6,132+47.1% | $6,407+40.8% |
| Admin fee / account holder | $768 | $17,404-95.6% | $14,586-94.7% | $12,270-93.7% |