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 | $154,228-54.2% | $145,433-51.4% | $137,256-48.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.41% | 74.59%-55.2pp | 66.58%-47.2pp | 220.34%-200.9pp |
| Employer contribution / active EE | $1,700 | $4,804-64.6% | $4,554-62.7% | $4,156-59.1% |
| Participant deferral / active EE | $14,250 | $8,216+73.4% | $7,897+80.4% | $6,407+122.4% |
| Admin fee / account holder | $4,487 | $14,344-68.7% | $13,129-65.8% | $12,270-63.4% |