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 | $79,427 | $157,256-49.5% | $141,162-43.7% | $152,861-48.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 23.75% | 64.32%-40.6pp | 71.39%-47.6pp | 345.32%-321.6pp |
| Employer contribution / active EE | $2,837 | $5,261-46.1% | $4,735-40.1% | $4,762-40.4% |
| Participant deferral / active EE | $7,695 | $7,109+8.2% | $6,709+14.7% | $5,850+31.5% |
| Admin fee / account holder | $3,371 | $12,120-72.2% | $10,261-67.1% | $11,596-70.9% |