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 | $87,033 | $179,726-51.6% | $156,263-44.3% | $142,382-38.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 12.88% | 77.86%-65.0pp | 59.47%-46.6pp | 217.08%-204.2pp |
| Employer contribution / active EE | $2,226 | $5,069-56.1% | $4,333-48.6% | $4,299-48.2% |
| Participant deferral / active EE | $6,675 | $6,956-4.0% | $6,158+8.4% | $6,507+2.6% |
| Admin fee / account holder | $516 | $17,272-97.0% | $14,255-96.4% | $12,624-95.9% |