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 9-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 | $53,211 | $159,602-66.7% | $150,045-64.5% | $142,382-62.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 13.37% | 70.24%-56.9pp | 62.55%-49.2pp | 217.08%-203.7pp |
| Employer contribution / active EE | $4,909 | $4,961-1.0% | $4,693+4.6% | $4,299+14.2% |
| Participant deferral / active EE | $8,516 | $8,310+2.5% | $7,997+6.5% | $6,507+30.9% |
| Admin fee / account holder | $21,120 | $14,846+42.3% | $13,435+57.2% | $12,624+67.3% |