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 7-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 | $62,004 | $148,534-58.3% | $135,903-54.4% | $139,434-55.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.54% | 79.19%-58.6pp | 68.23%-47.7pp | 372.94%-352.4pp |
| Employer contribution / active EE | $4,310 | $5,243-17.8% | $4,856-11.2% | $4,751-9.3% |
| Participant deferral / active EE | $10,604 | $8,100+30.9% | $7,758+36.7% | $6,710+58.0% |
| Admin fee / account holder | $830 | $12,400-93.3% | $10,762-92.3% | $11,403-92.7% |