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 | $71,959 | $159,602-54.9% | $150,045-52.0% | $142,382-49.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.95% | 70.24%-52.3pp | 62.55%-44.6pp | 217.08%-199.1pp |
| Employer contribution / active EE | $6,652 | $4,961+34.1% | $4,693+41.7% | $4,299+54.7% |
| Participant deferral / active EE | $13,553 | $8,310+63.1% | $7,997+69.5% | $6,507+108.3% |
| Admin fee / account holder | $1,194 | $14,846-92.0% | $13,435-91.1% | $12,624-90.5% |