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 5-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 | $90,976 | $154,228-41.0% | $145,433-37.4% | $137,256-33.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.04% | 74.59%-56.6pp | 66.58%-48.5pp | 220.34%-202.3pp |
| Employer contribution / active EE | $2,085 | $4,804-56.6% | $4,554-54.2% | $4,156-49.8% |
| Participant deferral / active EE | $8,151 | $8,216-0.8% | $7,897+3.2% | $6,407+27.2% |
| Admin fee / account holder | $1,171 | $14,344-91.8% | $13,129-91.1% | $12,270-90.5% |