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 | $94,260 | $159,602-40.9% | $150,045-37.2% | $142,382-33.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.09% | 70.24%-54.2pp | 62.55%-46.5pp | 217.08%-201.0pp |
| Employer contribution / active EE | $2,150 | $4,961-56.7% | $4,693-54.2% | $4,299-50.0% |
| Participant deferral / active EE | $9,518 | $8,310+14.5% | $7,997+19.0% | $6,507+46.3% |
| Admin fee / account holder | $4,789 | $14,846-67.7% | $13,435-64.4% | $12,624-62.1% |