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 | $67,082 | $185,822-63.9% | $169,993-60.5% | $139,434-51.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 15.72% | 60.50%-44.8pp | 53.37%-37.7pp | 372.94%-357.2pp |
| Employer contribution / active EE | $1,453 | $7,590-80.9% | $6,785-78.6% | $4,751-69.4% |
| Participant deferral / active EE | $11,025 | $11,622-5.1% | $10,408+5.9% | $6,710+64.3% |
| Admin fee / account holder | $462 | $15,381-97.0% | $12,815-96.4% | $11,403-95.9% |