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 | $64,871 | $159,602-59.4% | $150,045-56.8% | $142,382-54.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.81% | 70.24%-54.4pp | 62.55%-46.7pp | 217.08%-201.3pp |
| Employer contribution / active EE | $2,502 | $4,961-49.6% | $4,693-46.7% | $4,299-41.8% |
| Participant deferral / active EE | $6,750 | $8,310-18.8% | $7,997-15.6% | $6,507+3.7% |
| Admin fee / account holder | $2,258 | $14,846-84.8% | $13,435-83.2% | $12,624-82.1% |