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 | $43,270 | $148,534-70.9% | $135,903-68.2% | $139,434-69.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.53% | 79.19%-59.7pp | 68.23%-48.7pp | 372.94%-353.4pp |
| Employer contribution / active EE | $8,251 | $5,243+57.4% | $4,856+69.9% | $4,751+73.7% |
| Participant deferral / active EE | $4,332 | $8,100-46.5% | $7,758-44.2% | $6,710-35.4% |
| Admin fee / account holder | $338 | $12,400-97.3% | $10,762-96.9% | $11,403-97.0% |