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 | $118,480 | $154,228-23.2% | $145,433-18.5% | $137,256-13.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.75% | 74.59%-58.8pp | 66.58%-50.8pp | 220.34%-204.6pp |
| Employer contribution / active EE | $9,136 | $4,804+90.2% | $4,554+100.6% | $4,156+119.8% |
| Participant deferral / active EE | $9,724 | $8,216+18.3% | $7,897+23.1% | $6,407+51.8% |
| Admin fee / account holder | $20,804 | $14,344+45.0% | $13,129+58.5% | $12,270+69.5% |