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 | $60,028 | $133,922-55.2% | $116,228-48.4% | $142,382-57.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 14.87% | 147.76%-132.9pp | 90.06%-75.2pp | 217.08%-202.2pp |
| Employer contribution / active EE | $3,043 | $3,446-11.7% | $2,994+1.6% | $4,299-29.2% |
| Participant deferral / active EE | $3,360 | $5,672-40.8% | $4,953-32.2% | $6,507-48.4% |
| Admin fee / account holder | $1,286 | $14,945-91.4% | $11,989-89.3% | $12,624-89.8% |