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 | $91,777 | $159,602-42.5% | $150,045-38.8% | $142,382-35.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 22.71% | 70.24%-47.5pp | 62.55%-39.8pp | 217.08%-194.4pp |
| Employer contribution / active EE | $11,447 | $4,961+130.8% | $4,693+143.9% | $4,299+166.3% |
| Participant deferral / active EE | $21,543 | $8,310+159.2% | $7,997+169.4% | $6,507+231.1% |
| Admin fee / account holder | $19,302 | $14,846+30.0% | $13,435+43.7% | $12,624+52.9% |