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 | $60,176 | $159,602-62.3% | $150,045-59.9% | $142,382-57.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 13.57% | 70.24%-56.7pp | 62.55%-49.0pp | 217.08%-203.5pp |
| Employer contribution / active EE | $3,277 | $4,961-33.9% | $4,693-30.2% | $4,299-23.8% |
| Participant deferral / active EE | $4,223 | $8,310-49.2% | $7,997-47.2% | $6,507-35.1% |
| Admin fee / account holder | $1,754 | $14,846-88.2% | $13,435-86.9% | $12,624-86.1% |