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 | $76,126 | $178,174-57.3% | $156,181-51.3% | $137,256-44.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 21.81% | 84.19%-62.4pp | 64.87%-43.1pp | 220.34%-198.5pp |
| Employer contribution / active EE | $3,923 | $4,972-21.1% | $4,294-8.6% | $4,156-5.6% |
| Participant deferral / active EE | $8,723 | $6,888+26.6% | $6,132+42.2% | $6,407+36.2% |
| Admin fee / account holder | $3,564 | $17,404-79.5% | $14,586-75.6% | $12,270-71.0% |