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 | $76,234 | $114,381-33.4% | $107,525-29.1% | $142,382-46.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 14.29% | 242.71%-228.4pp | 181.32%-167.0pp | 217.08%-202.8pp |
| Employer contribution / active EE | $4,026 | $4,015+0.3% | $3,754+7.3% | $4,299-6.4% |
| Participant deferral / active EE | $8,910 | $5,564+60.1% | $5,116+74.2% | $6,507+36.9% |
| Admin fee / account holder | $28,560 | $9,860+189.7% | $8,919+220.2% | $12,624+126.2% |