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 | $71,708 | $118,450-39.5% | $98,439-27.2% | $139,434-48.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 12.35% | 18.94%-6.6pp | 21.16%-8.8pp | 372.94%-360.6pp |
| Employer contribution / active EE | $2,792 | $3,609-22.6% | $3,048-8.4% | $4,751-41.2% |
| Participant deferral / active EE | $4,191 | $5,392-22.3% | $4,738-11.5% | $6,710-37.5% |
| Admin fee / account holder | $4,055 | $14,026-71.1% | $8,948-54.7% | $11,403-64.4% |