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 | $25,880 | $177,572-85.4% | $154,803-83.3% | $142,382-81.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 39.56% | 65.07%-25.5pp | 58.88%-19.3pp | 217.08%-177.5pp |
| Employer contribution / active EE | $2,648 | $4,810-45.0% | $4,305-38.5% | $4,299-38.4% |
| Participant deferral / active EE | $6,628 | $6,272+5.7% | $5,540+19.6% | $6,507+1.8% |
| Admin fee / account holder | $302 | $16,786-98.2% | $14,329-97.9% | $12,624-97.6% |