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 9-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 | $69,617 | $148,534-53.1% | $135,903-48.8% | $139,434-50.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.52% | 79.19%-61.7pp | 68.23%-50.7pp | 372.94%-355.4pp |
| Employer contribution / active EE | $2,096 | $5,243-60.0% | $4,856-56.8% | $4,751-55.9% |
| Participant deferral / active EE | $10,970 | $8,100+35.4% | $7,758+41.4% | $6,710+63.5% |
| Admin fee / account holder | $3,669 | $12,400-70.4% | $10,762-65.9% | $11,403-67.8% |