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 7-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 | $66,108 | $148,534-55.5% | $135,903-51.4% | $139,434-52.6% |
| Participation rate | 90.9% | 83.9%+7.1pp | 81.9%+9.0pp | 80.3%+10.6pp |
| Annual return | 34.74% | 79.19%-44.5pp | 68.23%-33.5pp | 372.94%-338.2pp |
| Employer contribution / active EE | $2,038 | $5,243-61.1% | $4,856-58.0% | $4,751-57.1% |
| Participant deferral / active EE | $9,280 | $8,100+14.6% | $7,758+19.6% | $6,710+38.3% |
| Admin fee / account holder | $804 | $12,400-93.5% | $10,762-92.5% | $11,403-92.9% |