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 | $82,344 | $177,572-53.6% | $154,803-46.8% | $142,382-42.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.21% | 65.07%-47.9pp | 58.88%-41.7pp | 217.08%-199.9pp |
| Employer contribution / active EE | $2,605 | $4,810-45.9% | $4,305-39.5% | $4,299-39.4% |
| Participant deferral / active EE | $5,529 | $6,272-11.8% | $5,540-0.2% | $6,507-15.0% |
| Admin fee / account holder | $1,297 | $16,786-92.3% | $14,329-91.0% | $12,624-89.7% |