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 | $50,913 | $159,602-68.1% | $150,045-66.1% | $142,382-64.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 12.98% | 70.24%-57.3pp | 62.55%-49.6pp | 217.08%-204.1pp |
| Employer contribution / active EE | $8,042 | $4,961+62.1% | $4,693+71.4% | $4,299+87.1% |
| Participant deferral / active EE | $7,026 | $8,310-15.4% | $7,997-12.1% | $6,507+8.0% |
| Admin fee / account holder | $1,026 | $14,846-93.1% | $13,435-92.4% | $12,624-91.9% |