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 | $54,549 | $185,822-70.6% | $169,993-67.9% | $139,434-60.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 23.62% | 60.50%-36.9pp | 53.37%-29.8pp | 372.94%-349.3pp |
| Employer contribution / active EE | $3,322 | $7,590-56.2% | $6,785-51.0% | $4,751-30.1% |
| Participant deferral / active EE | $11,737 | $11,622+1.0% | $10,408+12.8% | $6,710+74.9% |
| Admin fee / account holder | $12,914 | $15,381-16.0% | $12,815+0.8% | $11,403+13.3% |