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 | $53,481 | $154,117-65.3% | $129,995-58.9% | $139,434-61.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 14.73% | 32.48%-17.7pp | -137.18%+151.9pp | 372.94%-358.2pp |
| Employer contribution / active EE | $2,969 | $5,289-43.9% | $4,320-31.3% | $4,751-37.5% |
| Participant deferral / active EE | $4,663 | $6,710-30.5% | $5,820-19.9% | $6,710-30.5% |
| Admin fee / account holder | $14,700 | $14,007+5.0% | $10,614+38.5% | $11,403+28.9% |