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 | $42,588 | $172,111-75.3% | $150,298-71.7% | $137,256-69.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 18.04% | 69.37%-51.3pp | 62.79%-44.7pp | 220.34%-202.3pp |
| Employer contribution / active EE | $2,086 | $4,636-55.0% | $4,154-49.8% | $4,156-49.8% |
| Participant deferral / active EE | $3,317 | $6,166-46.2% | $5,453-39.2% | $6,407-48.2% |
| Admin fee / account holder | $1,598 | $16,471-90.3% | $14,116-88.7% | $12,270-87.0% |