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 | $51,839 | $154,228-66.4% | $145,433-64.4% | $137,256-62.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.77% | 74.59%-58.8pp | 66.58%-50.8pp | 220.34%-204.6pp |
| Employer contribution / active EE | $7,933 | $4,804+65.1% | $4,554+74.2% | $4,156+90.9% |
| Participant deferral / active EE | $12,382 | $8,216+50.7% | $7,897+56.8% | $6,407+93.3% |
| Admin fee / account holder | $24,566 | $14,344+71.3% | $13,129+87.1% | $12,270+100.2% |