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 | $74,350 | $179,726-58.6% | $156,263-52.4% | $142,382-47.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 14.65% | 77.86%-63.2pp | 59.47%-44.8pp | 217.08%-202.4pp |
| Employer contribution / active EE | $3,235 | $5,069-36.2% | $4,333-25.3% | $4,299-24.8% |
| Participant deferral / active EE | $6,859 | $6,956-1.4% | $6,158+11.4% | $6,507+5.4% |
| Admin fee / account holder | $364 | $17,272-97.9% | $14,255-97.4% | $12,624-97.1% |