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 | $92,470 | $179,726-48.5% | $156,263-40.8% | $142,382-35.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 17.95% | 77.86%-59.9pp | 59.47%-41.5pp | 217.08%-199.1pp |
| Employer contribution / active EE | $7,278 | $5,069+43.6% | $4,333+68.0% | $4,299+69.3% |
| Participant deferral / active EE | $3,750 | $6,956-46.1% | $6,158-39.1% | $6,507-42.4% |
| Admin fee / account holder | $527 | $17,272-97.0% | $14,255-96.3% | $12,624-95.8% |