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 | $63,624 | $165,984-61.7% | $164,813-61.4% | $145,922-56.4% |
| Participation rate | 95.5% | 82.0%+13.5pp | 78.6%+16.9pp | 80.3%+15.2pp |
| Annual return | 15.71% | 100.03%-84.3pp | 69.93%-54.2pp | 561.29%-545.6pp |
| Employer contribution / active EE | $4,590 | $5,273-12.9% | $4,341+5.7% | $4,660-1.5% |
| Participant deferral / active EE | $11,354 | $6,959+63.2% | $6,031+88.2% | $6,688+69.8% |
| Admin fee / account holder | $21,221 | $16,648+27.5% | $12,690+67.2% | $13,397+58.4% |