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 | $60,686 | $154,228-60.7% | $145,433-58.3% | $137,256-55.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 22.01% | 74.59%-52.6pp | 66.58%-44.6pp | 220.34%-198.3pp |
| Employer contribution / active EE | $4,387 | $4,804-8.7% | $4,554-3.7% | $4,156+5.6% |
| Participant deferral / active EE | $10,896 | $8,216+32.6% | $7,897+38.0% | $6,407+70.1% |
| Admin fee / account holder | $969 | $14,344-93.2% | $13,129-92.6% | $12,270-92.1% |