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 | $76,641 | $125,758-39.1% | $169,993-54.9% | $75,163+2.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 17.04% | 27.20%-10.2pp | 53.37%-36.3pp | 160.62%-143.6pp |
| Employer contribution / active EE | $1,839 | $4,615-60.1% | $6,785-72.9% | $2,670-31.1% |
| Participant deferral / active EE | $5,850 | $6,837-14.4% | $10,408-43.8% | $4,125+41.8% |
| Admin fee / account holder | $2,604 | $8,173-68.1% | $12,815-79.7% | $5,651-53.9% |