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 | $34,995 | $154,228-77.3% | $145,433-75.9% | $137,256-74.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.60% | 74.59%-56.0pp | 66.58%-48.0pp | 220.34%-201.7pp |
| Employer contribution / active EE | $1,427 | $4,804-70.3% | $4,554-68.7% | $4,156-65.7% |
| Participant deferral / active EE | $6,991 | $8,216-14.9% | $7,897-11.5% | $6,407+9.1% |
| Admin fee / account holder | $434 | $14,344-97.0% | $13,129-96.7% | $12,270-96.5% |