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 | $82,132 | $154,228-46.7% | $145,433-43.5% | $137,256-40.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.56% | 74.59%-56.0pp | 66.58%-48.0pp | 220.34%-201.8pp |
| Employer contribution / active EE | $2,699 | $4,804-43.8% | $4,554-40.7% | $4,156-35.1% |
| Participant deferral / active EE | $18,635 | $8,216+126.8% | $7,897+136.0% | $6,407+190.9% |
| Admin fee / account holder | $1,311 | $14,344-90.9% | $13,129-90.0% | $12,270-89.3% |