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 | $60,066 | $157,256-61.8% | $141,162-57.4% | $152,861-60.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 15.59% | 64.32%-48.7pp | 71.39%-55.8pp | 345.32%-329.7pp |
| Employer contribution / active EE | $7,079 | $5,261+34.6% | $4,735+49.5% | $4,762+48.7% |
| Participant deferral / active EE | $3,770 | $7,109-47.0% | $6,709-43.8% | $5,850-35.6% |
| Admin fee / account holder | $19,470 | $12,120+60.6% | $10,261+89.7% | $11,596+67.9% |