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 | $81,671 | $177,572-54.0% | $154,803-47.2% | $142,382-42.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.52% | 65.07%-51.6pp | 58.88%-45.4pp | 217.08%-203.6pp |
| Employer contribution / active EE | $3,692 | $4,810-23.2% | $4,305-14.2% | $4,299-14.1% |
| Participant deferral / active EE | $4,721 | $6,272-24.7% | $5,540-14.8% | $6,507-27.5% |
| Admin fee / account holder | $2,552 | $16,786-84.8% | $14,329-82.2% | $12,624-79.8% |