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 | $53,665 | $159,602-66.4% | $150,045-64.2% | $142,382-62.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.18% | 70.24%-50.1pp | 62.55%-42.4pp | 217.08%-196.9pp |
| Employer contribution / active EE | $3,438 | $4,961-30.7% | $4,693-26.8% | $4,299-20.0% |
| Participant deferral / active EE | $8,961 | $8,310+7.8% | $7,997+12.0% | $6,507+37.7% |
| Admin fee / account holder | $1,549 | $14,846-89.6% | $13,435-88.5% | $12,624-87.7% |