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 | $51,621 | $176,056-70.7% | $159,436-67.6% | $167,490-69.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.48% | 331.75%-314.3pp | 263.57%-246.1pp | 478.56%-461.1pp |
| Employer contribution / active EE | $6,411 | $5,297+21.0% | $4,829+32.7% | $4,837+32.5% |
| Participant deferral / active EE | $7,201 | $7,750-7.1% | $7,352-2.1% | $6,341+13.6% |
| Admin fee / account holder | $2,201 | $12,554-82.5% | $10,799-79.6% | $12,309-82.1% |