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 | $25,238 | $159,602-84.2% | $150,045-83.2% | $142,382-82.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 36.60% | 70.24%-33.6pp | 62.55%-25.9pp | 217.08%-180.5pp |
| Employer contribution / active EE | $3,311 | $4,961-33.2% | $4,693-29.4% | $4,299-23.0% |
| Participant deferral / active EE | $3,591 | $8,310-56.8% | $7,997-55.1% | $6,507-44.8% |
| Admin fee / account holder | $1,408 | $14,846-90.5% | $13,435-89.5% | $12,624-88.8% |