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 | $72,353 | $175,202-58.7% | $149,673-51.7% | $139,434-48.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.96% | 166.71%-149.7pp | 134.42%-117.5pp | 372.94%-356.0pp |
| Employer contribution / active EE | $3,765 | $5,474-31.2% | $4,818-21.9% | $4,751-20.8% |
| Participant deferral / active EE | $4,819 | $6,519-26.1% | $5,680-15.2% | $6,710-28.2% |
| Admin fee / account holder | $1,092 | $16,150-93.2% | $13,210-91.7% | $11,403-90.4% |