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 9-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 | $128,936 | $177,572-27.4% | $154,803-16.7% | $142,382-9.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 20.68% | 65.07%-44.4pp | 58.88%-38.2pp | 217.08%-196.4pp |
| Employer contribution / active EE | $1,796 | $4,810-62.7% | $4,305-58.3% | $4,299-58.2% |
| Participant deferral / active EE | $8,563 | $6,272+36.5% | $5,540+54.6% | $6,507+31.6% |
| Admin fee / account holder | $3,472 | $16,786-79.3% | $14,329-75.8% | $12,624-72.5% |