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 | $77,202 | $111,754-30.9% | $103,333-25.3% | $145,922-47.1% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.5%+15.5pp | 80.3%+9.7pp |
| Annual return | 13.01% | 24.77%-11.8pp | 24.88%-11.9pp | 561.29%-548.3pp |
| Employer contribution / active EE | $3,134 | $4,212-25.6% | $3,868-19.0% | $4,660-32.7% |
| Participant deferral / active EE | $8,998 | $5,619+60.1% | $5,057+77.9% | $6,688+34.5% |
| Admin fee / account holder | $4,151 | $9,750-57.4% | $8,355-50.3% | $13,397-69.0% |