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 | $71,326 | $176,056-59.5% | $159,436-55.3% | $167,490-57.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 18.28% | 331.75%-313.5pp | 263.57%-245.3pp | 478.56%-460.3pp |
| Employer contribution / active EE | $4,238 | $5,297-20.0% | $4,829-12.3% | $4,837-12.4% |
| Participant deferral / active EE | $6,950 | $7,750-10.3% | $7,352-5.5% | $6,341+9.6% |
| Admin fee / account holder | $635 | $12,554-94.9% | $10,799-94.1% | $12,309-94.8% |