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 | $90,109 | $197,591-54.4% | $177,821-49.3% | $158,922-43.3% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.7%-7.7pp | 82.0%-2.0pp |
| Annual return | 28.76% | 58.76%-30.0pp | 48.32%-19.6pp | 302.83%-274.1pp |
| Employer contribution / active EE | $9,120 | $6,697+36.2% | $5,918+54.1% | $4,761+91.6% |
| Participant deferral / active EE | $15,600 | $8,405+85.6% | $7,714+102.2% | $5,982+160.8% |
| Admin fee / account holder | $3,432 | $15,399-77.7% | $12,427-72.4% | $11,246-69.5% |