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 | $82,358 | $154,228-46.6% | $145,433-43.4% | $137,256-40.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.08% | 74.59%-53.5pp | 66.58%-45.5pp | 220.34%-199.3pp |
| Employer contribution / active EE | $7,966 | $4,804+65.8% | $4,554+74.9% | $4,156+91.7% |
| Participant deferral / active EE | $18,464 | $8,216+124.7% | $7,897+133.8% | $6,407+188.2% |
| Admin fee / account holder | $7,889 | $14,344-45.0% | $13,129-39.9% | $12,270-35.7% |