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 | $66,535 | $179,726-63.0% | $156,263-57.4% | $142,382-53.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 17.37% | 77.86%-60.5pp | 59.47%-42.1pp | 217.08%-199.7pp |
| Employer contribution / active EE | $2,522 | $5,069-50.3% | $4,333-41.8% | $4,299-41.3% |
| Participant deferral / active EE | $7,822 | $6,956+12.4% | $6,158+27.0% | $6,507+20.2% |
| Admin fee / account holder | $642 | $17,272-96.3% | $14,255-95.5% | $12,624-94.9% |