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 | $63,023 | $148,534-57.6% | $135,903-53.6% | $139,434-54.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.51% | 79.19%-58.7pp | 68.23%-47.7pp | 372.94%-352.4pp |
| Employer contribution / active EE | $3,247 | $5,243-38.1% | $4,856-33.1% | $4,751-31.7% |
| Participant deferral / active EE | $8,412 | $8,100+3.8% | $7,758+8.4% | $6,710+25.4% |
| Admin fee / account holder | $9,082 | $12,400-26.8% | $10,762-15.6% | $11,403-20.4% |