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 | $69,825 | $154,228-54.7% | $145,433-52.0% | $137,256-49.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 23.12% | 74.59%-51.5pp | 66.58%-43.5pp | 220.34%-197.2pp |
| Employer contribution / active EE | $3,283 | $4,804-31.7% | $4,554-27.9% | $4,156-21.0% |
| Participant deferral / active EE | $7,204 | $8,216-12.3% | $7,897-8.8% | $6,407+12.4% |
| Admin fee / account holder | $6,903 | $14,344-51.9% | $13,129-47.4% | $12,270-43.7% |