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 | $38,184 | $214,378-82.2% | $200,582-81.0% | $142,382-73.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 20.76% | 46.41%-25.6pp | 42.33%-21.6pp | 217.08%-196.3pp |
| Employer contribution / active EE | $6,151 | $6,841-10.1% | $6,419-4.2% | $4,299+43.1% |
| Participant deferral / active EE | $8,074 | $9,865-18.1% | $9,331-13.5% | $6,507+24.1% |
| Admin fee / account holder | $2,593 | $17,692-85.3% | $16,305-84.1% | $12,624-79.5% |