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 | $40,347 | $185,822-78.3% | $169,993-76.3% | $139,434-71.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 35.25% | 60.50%-25.3pp | 53.37%-18.1pp | 372.94%-337.7pp |
| Employer contribution / active EE | $4,519 | $7,590-40.5% | $6,785-33.4% | $4,751-4.9% |
| Participant deferral / active EE | $9,697 | $11,622-16.6% | $10,408-6.8% | $6,710+44.5% |
| Admin fee / account holder | $1,804 | $15,381-88.3% | $12,815-85.9% | $11,403-84.2% |