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 | $154,228-65.2% | $145,433-63.1% | $137,256-60.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.18% | 74.59%-54.4pp | 66.58%-46.4pp | 220.34%-200.2pp |
| Employer contribution / active EE | $3,438 | $4,804-28.4% | $4,554-24.5% | $4,156-17.3% |
| Participant deferral / active EE | $8,961 | $8,216+9.1% | $7,897+13.5% | $6,407+39.9% |
| Admin fee / account holder | $1,549 | $14,344-89.2% | $13,129-88.2% | $12,270-87.4% |