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 | $65,340 | $100,970-35.3% | $96,576-32.3% | $137,256-52.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 19.54% | 38.16%-18.6pp | 38.47%-18.9pp | 220.34%-200.8pp |
| Employer contribution / active EE | $3,384 | $3,809-11.2% | $3,553-4.8% | $4,156-18.6% |
| Participant deferral / active EE | $12,965 | $8,286+56.5% | $7,956+63.0% | $6,407+102.4% |
| Admin fee / account holder | $2,203 | $11,312-80.5% | $11,381-80.6% | $12,270-82.0% |