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 | $29,197 | $185,822-84.3% | $169,993-82.8% | $139,434-79.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 42.82% | 60.50%-17.7pp | 53.37%-10.6pp | 372.94%-330.1pp |
| Employer contribution / active EE | $4,476 | $7,590-41.0% | $6,785-34.0% | $4,751-5.8% |
| Participant deferral / active EE | $7,974 | $11,622-31.4% | $10,408-23.4% | $6,710+18.8% |
| Admin fee / account holder | $4,225 | $15,381-72.5% | $12,815-67.0% | $11,403-62.9% |