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 | $90,516 | $154,117-41.3% | $129,995-30.4% | $139,434-35.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 12.34% | 32.48%-20.1pp | -137.18%+149.5pp | 372.94%-360.6pp |
| Employer contribution / active EE | $2,332 | $5,289-55.9% | $4,320-46.0% | $4,751-50.9% |
| Participant deferral / active EE | $7,877 | $6,710+17.4% | $5,820+35.3% | $6,710+17.4% |
| Admin fee / account holder | $5,415 | $14,007-61.3% | $10,614-49.0% | $11,403-52.5% |