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 | $69,880 | $214,378-67.4% | $200,582-65.2% | $142,382-50.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 22.28% | 46.41%-24.1pp | 42.33%-20.1pp | 217.08%-194.8pp |
| Employer contribution / active EE | $5,576 | $6,841-18.5% | $6,419-13.1% | $4,299+29.7% |
| Participant deferral / active EE | $9,765 | $9,865-1.0% | $9,331+4.7% | $6,507+50.1% |
| Admin fee / account holder | $967 | $17,692-94.5% | $16,305-94.1% | $12,624-92.3% |