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 | $56,131 | $179,726-68.8% | $156,263-64.1% | $142,382-60.6% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.9%+1.1pp | 80.1%-0.1pp |
| Annual return | 10.51% | 77.86%-67.4pp | 59.47%-49.0pp | 217.08%-206.6pp |
| Employer contribution / active EE | $9,401 | $5,069+85.4% | $4,333+116.9% | $4,299+118.7% |
| Participant deferral / active EE | $7,801 | $6,956+12.2% | $6,158+26.7% | $6,507+19.9% |
| Admin fee / account holder | $851 | $17,272-95.1% | $14,255-94.0% | $12,624-93.3% |