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 | $34,908 | $185,822-81.2% | $169,993-79.5% | $139,434-75.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 29.33% | 60.50%-31.2pp | 53.37%-24.0pp | 372.94%-343.6pp |
| Employer contribution / active EE | $4,123 | $7,590-45.7% | $6,785-39.2% | $4,751-13.2% |
| Participant deferral / active EE | $7,863 | $11,622-32.3% | $10,408-24.5% | $6,710+17.2% |
| Admin fee / account holder | $3,148 | $15,381-79.5% | $12,815-75.4% | $11,403-72.4% |