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 9-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 | $67,841 | $179,726-62.3% | $156,263-56.6% | $142,382-52.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 16.85% | 77.86%-61.0pp | 59.47%-42.6pp | 217.08%-200.2pp |
| Employer contribution / active EE | $3,718 | $5,069-26.6% | $4,333-14.2% | $4,299-13.5% |
| Participant deferral / active EE | $6,761 | $6,956-2.8% | $6,158+9.8% | $6,507+3.9% |
| Admin fee / account holder | $1,136 | $17,272-93.4% | $14,255-92.0% | $12,624-91.0% |