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 | $42,716 | $209,336-79.6% | $197,124-78.3% | $137,256-68.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 20.29% | 48.09%-27.8pp | 44.34%-24.1pp | 220.34%-200.0pp |
| Employer contribution / active EE | $2,709 | $6,591-58.9% | $6,227-56.5% | $4,156-34.8% |
| Participant deferral / active EE | $11,951 | $9,614+24.3% | $9,135+30.8% | $6,407+86.5% |
| Admin fee / account holder | $7,682 | $17,308-55.6% | $16,298-52.9% | $12,270-37.4% |