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 8-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 | $23,360 | $154,228-84.9% | $145,433-83.9% | $137,256-83.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.42% | 74.59%-61.2pp | 66.58%-53.2pp | 220.34%-206.9pp |
| Employer contribution / active EE | $2,299 | $4,804-52.1% | $4,554-49.5% | $4,156-44.7% |
| Participant deferral / active EE | $7,070 | $8,216-14.0% | $7,897-10.5% | $6,407+10.4% |
| Admin fee / account holder | $37,034 | $14,344+158.2% | $13,129+182.1% | $12,270+201.8% |