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 | $54,767 | $148,534-63.1% | $135,903-59.7% | $139,434-60.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.44% | 79.19%-65.7pp | 68.23%-54.8pp | 372.94%-359.5pp |
| Employer contribution / active EE | $2,761 | $5,243-47.3% | $4,856-43.1% | $4,751-41.9% |
| Participant deferral / active EE | $10,048 | $8,100+24.1% | $7,758+29.5% | $6,710+49.7% |
| Admin fee / account holder | $10,805 | $12,400-12.9% | $10,762+0.4% | $11,403-5.2% |