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 5-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 | $70,730 | $154,228-54.1% | $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 | 21.56% | 74.59%-53.0pp | 66.58%-45.0pp | 220.34%-198.8pp |
| Employer contribution / active EE | $6,334 | $4,804+31.8% | $4,554+39.1% | $4,156+52.4% |
| Participant deferral / active EE | $10,994 | $8,216+33.8% | $7,897+39.2% | $6,407+71.6% |
| Admin fee / account holder | $1,962 | $14,344-86.3% | $13,129-85.1% | $12,270-84.0% |