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 | $44,311 | $100,970-56.1% | $96,576-54.1% | $137,256-67.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 16.72% | 38.16%-21.4pp | 38.47%-21.8pp | 220.34%-203.6pp |
| Employer contribution / active EE | $4,275 | $3,809+12.2% | $3,553+20.3% | $4,156+2.9% |
| Participant deferral / active EE | $9,317 | $8,286+12.4% | $7,956+17.1% | $6,407+45.4% |
| Admin fee / account holder | $12,695 | $11,312+12.2% | $11,381+11.5% | $12,270+3.5% |