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 | $40,780 | $179,726-77.3% | $156,263-73.9% | $142,382-71.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 13.01% | 77.86%-64.9pp | 59.47%-46.5pp | 217.08%-204.1pp |
| Employer contribution / active EE | $1,695 | $5,069-66.6% | $4,333-60.9% | $4,299-60.6% |
| Participant deferral / active EE | $8,082 | $6,956+16.2% | $6,158+31.2% | $6,507+24.2% |
| Admin fee / account holder | $1,442 | $17,272-91.7% | $14,255-89.9% | $12,624-88.6% |