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 | $47,705 | $159,602-70.1% | $150,045-68.2% | $142,382-66.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 22.04% | 70.24%-48.2pp | 62.55%-40.5pp | 217.08%-195.0pp |
| Employer contribution / active EE | $3,392 | $4,961-31.6% | $4,693-27.7% | $4,299-21.1% |
| Participant deferral / active EE | $6,653 | $8,310-19.9% | $7,997-16.8% | $6,507+2.2% |
| Admin fee / account holder | $3,314 | $14,846-77.7% | $13,435-75.3% | $12,624-73.7% |