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 | $54,841 | $177,572-69.1% | $154,803-64.6% | $142,382-61.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.66% | 65.07%-47.4pp | 58.88%-41.2pp | 217.08%-199.4pp |
| Employer contribution / active EE | $5,785 | $4,810+20.3% | $4,305+34.4% | $4,299+34.6% |
| Participant deferral / active EE | $9,786 | $6,272+56.0% | $5,540+76.6% | $6,507+50.4% |
| Admin fee / account holder | $18,549 | $16,786+10.5% | $14,329+29.4% | $12,624+46.9% |