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 | $73,240 | $154,228-52.5% | $145,433-49.6% | $137,256-46.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.83% | 74.59%-58.8pp | 66.58%-50.7pp | 220.34%-204.5pp |
| Employer contribution / active EE | $3,936 | $4,804-18.1% | $4,554-13.6% | $4,156-5.3% |
| Participant deferral / active EE | $8,653 | $8,216+5.3% | $7,897+9.6% | $6,407+35.1% |
| Admin fee / account holder | $2,205 | $14,344-84.6% | $13,129-83.2% | $12,270-82.0% |