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 | $53,168 | $209,336-74.6% | $197,124-73.0% | $137,256-61.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 15.83% | 48.09%-32.3pp | 44.34%-28.5pp | 220.34%-204.5pp |
| Employer contribution / active EE | $3,571 | $6,591-45.8% | $6,227-42.7% | $4,156-14.1% |
| Participant deferral / active EE | $6,121 | $9,614-36.3% | $9,135-33.0% | $6,407-4.5% |
| Admin fee / account holder | $795 | $17,308-95.4% | $16,298-95.1% | $12,270-93.5% |