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 | $25,301 | $154,228-83.6% | $145,433-82.6% | $137,256-81.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.06% | 74.59%-58.5pp | 66.58%-50.5pp | 220.34%-204.3pp |
| Employer contribution / active EE | $2,261 | $4,804-52.9% | $4,554-50.4% | $4,156-45.6% |
| Participant deferral / active EE | $5,400 | $8,216-34.3% | $7,897-31.6% | $6,407-15.7% |
| Admin fee / account holder | $5,774 | $14,344-59.7% | $13,129-56.0% | $12,270-52.9% |