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 6-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 | $50,387 | $154,228-67.3% | $145,433-65.4% | $137,256-63.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.86% | 74.59%-55.7pp | 66.58%-47.7pp | 220.34%-201.5pp |
| Employer contribution / active EE | $8,271 | $4,804+72.2% | $4,554+81.6% | $4,156+99.0% |
| Participant deferral / active EE | $9,378 | $8,216+14.1% | $7,897+18.8% | $6,407+46.4% |
| Admin fee / account holder | $15,712 | $14,344+9.5% | $13,129+19.7% | $12,270+28.1% |