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 | $62,216 | $179,726-65.4% | $156,263-60.2% | $142,382-56.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 21.45% | 77.86%-56.4pp | 59.47%-38.0pp | 217.08%-195.6pp |
| Employer contribution / active EE | $4,124 | $5,069-18.6% | $4,333-4.8% | $4,299-4.1% |
| Participant deferral / active EE | $14,132 | $6,956+103.2% | $6,158+129.5% | $6,507+117.2% |
| Admin fee / account holder | $903 | $17,272-94.8% | $14,255-93.7% | $12,624-92.9% |