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 | $88,044 | $148,534-40.7% | $135,903-35.2% | $139,434-36.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.55% | 79.19%-65.6pp | 68.23%-54.7pp | 372.94%-359.4pp |
| Employer contribution / active EE | $3,048 | $5,243-41.9% | $4,856-37.2% | $4,751-35.8% |
| Participant deferral / active EE | $4,134 | $8,100-49.0% | $7,758-46.7% | $6,710-38.4% |
| Admin fee / account holder | $691 | $12,400-94.4% | $10,762-93.6% | $11,403-93.9% |