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 | $107,674 | $209,336-48.6% | $197,124-45.4% | $137,256-21.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 18.14% | 48.09%-30.0pp | 44.34%-26.2pp | 220.34%-202.2pp |
| Employer contribution / active EE | $4,585 | $6,591-30.4% | $6,227-26.4% | $4,156+10.3% |
| Participant deferral / active EE | $10,220 | $9,614+6.3% | $9,135+11.9% | $6,407+59.5% |
| Admin fee / account holder | $1,803 | $17,308-89.6% | $16,298-88.9% | $12,270-85.3% |