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 | $74,923 | $177,572-57.8% | $154,803-51.6% | $142,382-47.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 21.03% | 65.07%-44.0pp | 58.88%-37.9pp | 217.08%-196.0pp |
| Employer contribution / active EE | $20,282 | $4,810+321.6% | $4,305+371.1% | $4,299+371.8% |
| Participant deferral / active EE | $9,556 | $6,272+52.4% | $5,540+72.5% | $6,507+46.8% |
| Admin fee / account holder | $970 | $16,786-94.2% | $14,329-93.2% | $12,624-92.3% |