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 6-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 | $70,661 | $159,602-55.7% | $150,045-52.9% | $142,382-50.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.41% | 70.24%-50.8pp | 62.55%-43.1pp | 217.08%-197.7pp |
| Employer contribution / active EE | $1,700 | $4,961-65.7% | $4,693-63.8% | $4,299-60.5% |
| Participant deferral / active EE | $14,250 | $8,310+71.5% | $7,997+78.2% | $6,507+119.0% |
| Admin fee / account holder | $4,487 | $14,846-69.8% | $13,435-66.6% | $12,624-64.5% |