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 8-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 | $59,857 | $154,228-61.2% | $145,433-58.8% | $137,256-56.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.43% | 74.59%-58.2pp | 66.58%-50.1pp | 220.34%-203.9pp |
| Employer contribution / active EE | $3,759 | $4,804-21.7% | $4,554-17.5% | $4,156-9.5% |
| Participant deferral / active EE | $4,413 | $8,216-46.3% | $7,897-44.1% | $6,407-31.1% |
| Admin fee / account holder | $1,372 | $14,344-90.4% | $13,129-89.5% | $12,270-88.8% |