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 | $29,276 | $159,602-81.7% | $150,045-80.5% | $142,382-79.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.79% | 70.24%-52.4pp | 62.55%-44.8pp | 217.08%-199.3pp |
| Employer contribution / active EE | $2,163 | $4,961-56.4% | $4,693-53.9% | $4,299-49.7% |
| Participant deferral / active EE | $8,839 | $8,310+6.4% | $7,997+10.5% | $6,507+35.8% |
| Admin fee / account holder | $12,167 | $14,846-18.0% | $13,435-9.4% | $12,624-3.6% |