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 7-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 | $25,071 | $177,572-85.9% | $154,803-83.8% | $142,382-82.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 20.05% | 65.07%-45.0pp | 58.88%-38.8pp | 217.08%-197.0pp |
| Employer contribution / active EE | $1,599 | $4,810-66.8% | $4,305-62.9% | $4,299-62.8% |
| Participant deferral / active EE | $7,403 | $6,272+18.0% | $5,540+33.6% | $6,507+13.8% |
| Admin fee / account holder | $1,137 | $16,786-93.2% | $14,329-92.1% | $12,624-91.0% |