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 | $51,154 | $176,812-71.1% | $146,665-65.1% | $167,490-69.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 23.08% | 24.03%-1.0pp | 22.74%+0.3pp | 478.56%-455.5pp |
| Employer contribution / active EE | $5,267 | $5,160+2.1% | $4,136+27.3% | $4,837+8.9% |
| Participant deferral / active EE | $12,350 | $6,440+91.8% | $5,506+124.3% | $6,341+94.8% |
| Admin fee / account holder | $312 | $13,259-97.6% | $10,280-97.0% | $12,309-97.5% |