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 7-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 | $71,494 | $154,228-53.6% | $145,433-50.8% | $137,256-47.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.75% | 74.59%-58.8pp | 66.58%-50.8pp | 220.34%-204.6pp |
| Employer contribution / active EE | $3,111 | $4,804-35.2% | $4,554-31.7% | $4,156-25.1% |
| Participant deferral / active EE | $7,300 | $8,216-11.2% | $7,897-7.6% | $6,407+13.9% |
| Admin fee / account holder | $3,698 | $14,344-74.2% | $13,129-71.8% | $12,270-69.9% |