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 9-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 | $89,131 | $154,117-42.2% | $129,995-31.4% | $139,434-36.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 14.11% | 32.48%-18.4pp | -137.18%+151.3pp | 372.94%-358.8pp |
| Employer contribution / active EE | $2,533 | $5,289-52.1% | $4,320-41.4% | $4,751-46.7% |
| Participant deferral / active EE | $3,436 | $6,710-48.8% | $5,820-41.0% | $6,710-48.8% |
| Admin fee / account holder | $774 | $14,007-94.5% | $10,614-92.7% | $11,403-93.2% |