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 | $31,061 | $124,319-75.0% | $111,297-72.1% | $167,490-81.5% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 12.30% | 37.44%-25.1pp | 54.65%-42.3pp | 478.56%-466.3pp |
| Employer contribution / active EE | $1,455 | $3,435-57.6% | $2,731-46.7% | $4,837-69.9% |
| Participant deferral / active EE | $5,346 | $5,180+3.2% | $4,487+19.1% | $6,341-15.7% |
| Admin fee / account holder | $12,366 | $10,618+16.5% | $7,964+55.3% | $12,309+0.5% |