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 | $43,666 | $154,228-71.7% | $145,433-70.0% | $137,256-68.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.27% | 74.59%-53.3pp | 66.58%-45.3pp | 220.34%-199.1pp |
| Employer contribution / active EE | $6,811 | $4,804+41.8% | $4,554+49.6% | $4,156+63.9% |
| Participant deferral / active EE | $10,756 | $8,216+30.9% | $7,897+36.2% | $6,407+67.9% |
| Admin fee / account holder | $1,250 | $14,344-91.3% | $13,129-90.5% | $12,270-89.8% |