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 | $71,494 | $159,602-55.2% | $150,045-52.4% | $142,382-49.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.75% | 70.24%-54.5pp | 62.55%-46.8pp | 217.08%-201.3pp |
| Employer contribution / active EE | $3,111 | $4,961-37.3% | $4,693-33.7% | $4,299-27.6% |
| Participant deferral / active EE | $7,300 | $8,310-12.2% | $7,997-8.7% | $6,507+12.2% |
| Admin fee / account holder | $3,698 | $14,846-75.1% | $13,435-72.5% | $12,624-70.7% |