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 | $61,785 | $148,534-58.4% | $135,903-54.5% | $139,434-55.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.37% | 79.19%-64.8pp | 68.23%-53.9pp | 372.94%-358.6pp |
| Employer contribution / active EE | $2,553 | $5,243-51.3% | $4,856-47.4% | $4,751-46.3% |
| Participant deferral / active EE | $12,044 | $8,100+48.7% | $7,758+55.3% | $6,710+79.5% |
| Admin fee / account holder | $15,972 | $12,400+28.8% | $10,762+48.4% | $11,403+40.1% |