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 | $71,840 | $214,378-66.5% | $200,582-64.2% | $142,382-49.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 14.84% | 46.41%-31.6pp | 42.33%-27.5pp | 217.08%-202.2pp |
| Employer contribution / active EE | $1,816 | $6,841-73.5% | $6,419-71.7% | $4,299-57.8% |
| Participant deferral / active EE | $11,055 | $9,865+12.1% | $9,331+18.5% | $6,507+69.9% |
| Admin fee / account holder | $15,743 | $17,692-11.0% | $16,305-3.4% | $12,624+24.7% |