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 | $69,973 | $178,174-60.7% | $156,181-55.2% | $137,256-49.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 27.04% | 84.19%-57.2pp | 64.87%-37.8pp | 220.34%-193.3pp |
| Employer contribution / active EE | $5,363 | $4,972+7.9% | $4,294+24.9% | $4,156+29.0% |
| Participant deferral / active EE | $9,888 | $6,888+43.6% | $6,132+61.2% | $6,407+54.3% |
| Admin fee / account holder | $807 | $17,404-95.4% | $14,586-94.5% | $12,270-93.4% |