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 | $28,355 | $148,534-80.9% | $135,903-79.1% | $139,434-79.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.69% | 79.19%-58.5pp | 68.23%-47.5pp | 372.94%-352.3pp |
| Employer contribution / active EE | $2,709 | $5,243-48.3% | $4,856-44.2% | $4,751-43.0% |
| Participant deferral / active EE | $9,905 | $8,100+22.3% | $7,758+27.7% | $6,710+47.6% |
| Admin fee / account holder | $2,417 | $12,400-80.5% | $10,762-77.5% | $11,403-78.8% |