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 8-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 | $125,856 | $163,101-22.8% | $136,749-8.0% | $142,382-11.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 15.62% | 27.54%-11.9pp | 24.33%-8.7pp | 217.08%-201.5pp |
| Employer contribution / active EE | $2,676 | $4,117-35.0% | $3,400-21.3% | $4,299-37.7% |
| Participant deferral / active EE | $8,716 | $5,585+56.1% | $4,692+85.8% | $6,507+33.9% |
| Admin fee / account holder | $942 | $14,318-93.4% | $11,386-91.7% | $12,624-92.5% |