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 | $68,807 | $157,256-56.2% | $141,162-51.3% | $152,861-55.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 20.54% | 64.32%-43.8pp | 71.39%-50.9pp | 345.32%-324.8pp |
| Employer contribution / active EE | $6,368 | $5,261+21.1% | $4,735+34.5% | $4,762+33.7% |
| Participant deferral / active EE | $6,472 | $7,109-9.0% | $6,709-3.5% | $5,850+10.6% |
| Admin fee / account holder | $839 | $12,120-93.1% | $10,261-91.8% | $11,596-92.8% |