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 | $76,861 | $179,726-57.2% | $156,263-50.8% | $142,382-46.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 15.19% | 77.86%-62.7pp | 59.47%-44.3pp | 217.08%-201.9pp |
| Employer contribution / active EE | $5,228 | $5,069+3.1% | $4,333+20.6% | $4,299+21.6% |
| Participant deferral / active EE | $4,939 | $6,956-29.0% | $6,158-19.8% | $6,507-24.1% |
| Admin fee / account holder | $1,121 | $17,272-93.5% | $14,255-92.1% | $12,624-91.1% |