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 | $67,088 | $148,534-54.8% | $135,903-50.6% | $139,434-51.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.26% | 79.19%-59.9pp | 68.23%-49.0pp | 372.94%-353.7pp |
| Employer contribution / active EE | $4,500 | $5,243-14.2% | $4,856-7.3% | $4,751-5.3% |
| Participant deferral / active EE | $36,159 | $8,100+346.4% | $7,758+366.1% | $6,710+438.9% |
| Admin fee / account holder | $994 | $12,400-92.0% | $10,762-90.8% | $11,403-91.3% |