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 | $44,884 | $214,378-79.1% | $200,582-77.6% | $142,382-68.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 16.25% | 46.41%-30.2pp | 42.33%-26.1pp | 217.08%-200.8pp |
| Employer contribution / active EE | $6,034 | $6,841-11.8% | $6,419-6.0% | $4,299+40.4% |
| Participant deferral / active EE | $8,386 | $9,865-15.0% | $9,331-10.1% | $6,507+28.9% |
| Admin fee / account holder | $3,997 | $17,692-77.4% | $16,305-75.5% | $12,624-68.3% |