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 | $42,819 | $214,378-80.0% | $200,582-78.7% | $142,382-69.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 13.69% | 46.41%-32.7pp | 42.33%-28.6pp | 217.08%-203.4pp |
| Employer contribution / active EE | $4,849 | $6,841-29.1% | $6,419-24.5% | $4,299+12.8% |
| Participant deferral / active EE | $12,903 | $9,865+30.8% | $9,331+38.3% | $6,507+98.3% |
| Admin fee / account holder | $14,290 | $17,692-19.2% | $16,305-12.4% | $12,624+13.2% |