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 8-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 | $77,003 | $159,602-51.8% | $150,045-48.7% | $142,382-45.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.95% | 70.24%-50.3pp | 62.55%-42.6pp | 217.08%-197.1pp |
| Employer contribution / active EE | $4,739 | $4,961-4.5% | $4,693+1.0% | $4,299+10.2% |
| Participant deferral / active EE | $14,140 | $8,310+70.2% | $7,997+76.8% | $6,507+117.3% |
| Admin fee / account holder | $2,293 | $14,846-84.6% | $13,435-82.9% | $12,624-81.8% |