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 | $68,688 | $177,572-61.3% | $154,803-55.6% | $142,382-51.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.36% | 65.07%-45.7pp | 58.88%-39.5pp | 217.08%-197.7pp |
| Employer contribution / active EE | $1,960 | $4,810-59.3% | $4,305-54.5% | $4,299-54.4% |
| Participant deferral / active EE | $5,570 | $6,272-11.2% | $5,540+0.5% | $6,507-14.4% |
| Admin fee / account holder | $2,302 | $16,786-86.3% | $14,329-83.9% | $12,624-81.8% |