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 | $85,450 | $159,602-46.5% | $150,045-43.1% | $142,382-40.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 24.64% | 70.24%-45.6pp | 62.55%-37.9pp | 217.08%-192.4pp |
| Employer contribution / active EE | $4,830 | $4,961-2.6% | $4,693+2.9% | $4,299+12.3% |
| Participant deferral / active EE | $11,693 | $8,310+40.7% | $7,997+46.2% | $6,507+79.7% |
| Admin fee / account holder | $2,810 | $14,846-81.1% | $13,435-79.1% | $12,624-77.7% |