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 | $51,008 | $111,754-54.4% | $103,333-50.6% | $145,922-65.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.85% | 24.77%-14.9pp | 24.88%-15.0pp | 561.29%-551.4pp |
| Employer contribution / active EE | $3,563 | $4,212-15.4% | $3,868-7.9% | $4,660-23.5% |
| Participant deferral / active EE | $3,887 | $5,619-30.8% | $5,057-23.1% | $6,688-41.9% |
| Admin fee / account holder | $8,681 | $9,750-11.0% | $8,355+3.9% | $13,397-35.2% |