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 | $100,746 | $154,228-34.7% | $145,433-30.7% | $137,256-26.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.92% | 74.59%-54.7pp | 66.58%-46.7pp | 220.34%-200.4pp |
| Employer contribution / active EE | $3,245 | $4,804-32.5% | $4,554-28.8% | $4,156-21.9% |
| Participant deferral / active EE | $11,356 | $8,216+38.2% | $7,897+43.8% | $6,407+77.3% |
| Admin fee / account holder | $19,180 | $14,344+33.7% | $13,129+46.1% | $12,270+56.3% |