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 7-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 | $70,547 | $179,726-60.7% | $156,263-54.9% | $142,382-50.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 15.01% | 77.86%-62.9pp | 59.47%-44.5pp | 217.08%-202.1pp |
| Employer contribution / active EE | $1,259 | $5,069-75.2% | $4,333-71.0% | $4,299-70.7% |
| Participant deferral / active EE | $9,023 | $6,956+29.7% | $6,158+46.5% | $6,507+38.7% |
| Admin fee / account holder | $768 | $17,272-95.6% | $14,255-94.6% | $12,624-93.9% |