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 | $96,075 | $154,228-37.7% | $145,433-33.9% | $137,256-30.0% |
| Participation rate | 95.0% | 83.8%+11.2pp | 82.1%+12.9pp | 80.0%+15.0pp |
| Annual return | 18.26% | 74.59%-56.3pp | 66.58%-48.3pp | 220.34%-202.1pp |
| Employer contribution / active EE | $8,643 | $4,804+79.9% | $4,554+89.8% | $4,156+108.0% |
| Participant deferral / active EE | $10,296 | $8,216+25.3% | $7,897+30.4% | $6,407+60.7% |
| Admin fee / account holder | $3,641 | $14,344-74.6% | $13,129-72.3% | $12,270-70.3% |