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 | $59,360 | $148,534-60.0% | $135,903-56.3% | $139,434-57.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.85% | 79.19%-65.3pp | 68.23%-54.4pp | 372.94%-359.1pp |
| Employer contribution / active EE | $3,468 | $5,243-33.9% | $4,856-28.6% | $4,751-27.0% |
| Participant deferral / active EE | $14,746 | $8,100+82.1% | $7,758+90.1% | $6,710+119.8% |
| Admin fee / account holder | $16,156 | $12,400+30.3% | $10,762+50.1% | $11,403+41.7% |