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 | $179,726-57.6% | $156,263-51.3% | $142,382-46.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 21.81% | 77.86%-56.1pp | 59.47%-37.7pp | 217.08%-195.3pp |
| Employer contribution / active EE | $3,923 | $5,069-22.6% | $4,333-9.5% | $4,299-8.7% |
| Participant deferral / active EE | $8,723 | $6,956+25.4% | $6,158+41.6% | $6,507+34.1% |
| Admin fee / account holder | $3,564 | $17,272-79.4% | $14,255-75.0% | $12,624-71.8% |