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 8-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 | $62,618 | $159,602-60.8% | $150,045-58.3% | $142,382-56.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.73% | 70.24%-52.5pp | 62.55%-44.8pp | 217.08%-199.3pp |
| Employer contribution / active EE | $4,374 | $4,961-11.8% | $4,693-6.8% | $4,299+1.7% |
| Participant deferral / active EE | $16,278 | $8,310+95.9% | $7,997+103.5% | $6,507+150.2% |
| Admin fee / account holder | $11,966 | $14,846-19.4% | $13,435-10.9% | $12,624-5.2% |