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 | $104,197 | $159,602-34.7% | $150,045-30.6% | $142,382-26.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.07% | 70.24%-53.2pp | 62.55%-45.5pp | 217.08%-200.0pp |
| Employer contribution / active EE | $3,850 | $4,961-22.4% | $4,693-18.0% | $4,299-10.4% |
| Participant deferral / active EE | $13,901 | $8,310+67.3% | $7,997+73.8% | $6,507+113.6% |
| Admin fee / account holder | $1,849 | $14,846-87.5% | $13,435-86.2% | $12,624-85.4% |