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 | $57,104 | $106,515-46.4% | $96,683-40.9% | $139,434-59.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.69% | 38.43%-23.7pp | 35.69%-21.0pp | 372.94%-358.3pp |
| Employer contribution / active EE | $2,866 | $4,103-30.2% | $3,737-23.3% | $4,751-39.7% |
| Participant deferral / active EE | $4,085 | $5,454-25.1% | $4,878-16.3% | $6,710-39.1% |
| Admin fee / account holder | $8,544 | $7,877+8.5% | $6,730+27.0% | $11,403-25.1% |