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 | $44,268 | $154,228-71.3% | $145,433-69.6% | $137,256-67.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.58% | 74.59%-56.0pp | 66.58%-48.0pp | 220.34%-201.8pp |
| Employer contribution / active EE | $4,450 | $4,804-7.4% | $4,554-2.3% | $4,156+7.1% |
| Participant deferral / active EE | $2,793 | $8,216-66.0% | $7,897-64.6% | $6,407-56.4% |
| Admin fee / account holder | $16,671 | $14,344+16.2% | $13,129+27.0% | $12,270+35.9% |