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 | $126,217 | $176,812-28.6% | $146,665-13.9% | $167,490-24.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 25.65% | 24.03%+1.6pp | 22.74%+2.9pp | 478.56%-452.9pp |
| Employer contribution / active EE | $1,164 | $5,160-77.4% | $4,136-71.9% | $4,837-75.9% |
| Participant deferral / active EE | $3,792 | $6,440-41.1% | $5,506-31.1% | $6,341-40.2% |
| Admin fee / account holder | $1,406 | $13,259-89.4% | $10,280-86.3% | $12,309-88.6% |