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 | $111,694 | $214,378-47.9% | $200,582-44.3% | $142,382-21.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.48% | 46.41%-28.9pp | 42.33%-24.8pp | 217.08%-199.6pp |
| Employer contribution / active EE | $3,434 | $6,841-49.8% | $6,419-46.5% | $4,299-20.1% |
| Participant deferral / active EE | $10,306 | $9,865+4.5% | $9,331+10.4% | $6,507+58.4% |
| Admin fee / account holder | $9,368 | $17,692-47.0% | $16,305-42.5% | $12,624-25.8% |