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 | $35,695 | $148,534-76.0% | $135,903-73.7% | $139,434-74.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.92% | 79.19%-61.3pp | 68.23%-50.3pp | 372.94%-355.0pp |
| Employer contribution / active EE | $2,496 | $5,243-52.4% | $4,856-48.6% | $4,751-47.5% |
| Participant deferral / active EE | $7,511 | $8,100-7.3% | $7,758-3.2% | $6,710+11.9% |
| Admin fee / account holder | $610 | $12,400-95.1% | $10,762-94.3% | $11,403-94.7% |