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 | $64,223 | $154,228-58.4% | $145,433-55.8% | $137,256-53.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.81% | 74.59%-57.8pp | 66.58%-49.8pp | 220.34%-203.5pp |
| Employer contribution / active EE | $6,495 | $4,804+35.2% | $4,554+42.6% | $4,156+56.3% |
| Participant deferral / active EE | $11,003 | $8,216+33.9% | $7,897+39.3% | $6,407+71.7% |
| Admin fee / account holder | $15,814 | $14,344+10.3% | $13,129+20.5% | $12,270+28.9% |