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 | $68,310 | $154,228-55.7% | $145,433-53.0% | $137,256-50.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.28% | 74.59%-55.3pp | 66.58%-47.3pp | 220.34%-201.1pp |
| Employer contribution / active EE | $3,460 | $4,804-28.0% | $4,554-24.0% | $4,156-16.7% |
| Participant deferral / active EE | $29,100 | $8,216+254.2% | $7,897+268.5% | $6,407+354.2% |
| Admin fee / account holder | $548 | $14,344-96.2% | $13,129-95.8% | $12,270-95.5% |