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 | $67,383 | $209,411-67.8% | $178,490-62.2% | $158,922-57.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.55% | 188.75%-178.2pp | 151.07%-140.5pp | 302.83%-292.3pp |
| Employer contribution / active EE | $6,813 | $5,706+19.4% | $5,011+36.0% | $4,761+43.1% |
| Participant deferral / active EE | $8,541 | $5,954+43.4% | $5,202+64.2% | $5,982+42.8% |
| Admin fee / account holder | $1,711 | $17,074-90.0% | $13,984-87.8% | $11,246-84.8% |