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 | $18,211 | $202,432-91.0% | $169,368-89.2% | $139,434-86.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 17.77% | 531.74%-514.0pp | 405.60%-387.8pp | 372.94%-355.2pp |
| Employer contribution / active EE | $2,286 | $4,692-51.3% | $4,013-43.0% | $4,751-51.9% |
| Participant deferral / active EE | $3,217 | $6,938-53.6% | $6,221-48.3% | $6,710-52.1% |
| Admin fee / account holder | $5,874 | $10,708-45.1% | $9,003-34.8% | $11,403-48.5% |