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 6-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 | $34,185 | $159,602-78.6% | $150,045-77.2% | $142,382-76.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.44% | 70.24%-49.8pp | 62.55%-42.1pp | 217.08%-196.6pp |
| Employer contribution / active EE | $5,246 | $4,961+5.8% | $4,693+11.8% | $4,299+22.0% |
| Participant deferral / active EE | $6,513 | $8,310-21.6% | $7,997-18.6% | $6,507+0.1% |
| Admin fee / account holder | $2,330 | $14,846-84.3% | $13,435-82.7% | $12,624-81.5% |