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 | $55,198 | $159,602-65.4% | $150,045-63.2% | $142,382-61.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.68% | 70.24%-53.6pp | 62.55%-45.9pp | 217.08%-200.4pp |
| Employer contribution / active EE | $7,630 | $4,961+53.8% | $4,693+62.6% | $4,299+77.5% |
| Participant deferral / active EE | $3,300 | $8,310-60.3% | $7,997-58.7% | $6,507-49.3% |
| Admin fee / account holder | $6,515 | $14,846-56.1% | $13,435-51.5% | $12,624-48.4% |