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 | $35,075 | $148,534-76.4% | $135,903-74.2% | $139,434-74.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.75% | 79.19%-63.4pp | 68.23%-52.5pp | 372.94%-357.2pp |
| Employer contribution / active EE | $4,143 | $5,243-21.0% | $4,856-14.7% | $4,751-12.8% |
| Participant deferral / active EE | $7,832 | $8,100-3.3% | $7,758+1.0% | $6,710+16.7% |
| Admin fee / account holder | $1,824 | $12,400-85.3% | $10,762-83.1% | $11,403-84.0% |