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 | $85,298 | $214,378-60.2% | $200,582-57.5% | $142,382-40.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 19.16% | 46.41%-27.2pp | 42.33%-23.2pp | 217.08%-197.9pp |
| Employer contribution / active EE | $2,809 | $6,841-58.9% | $6,419-56.2% | $4,299-34.7% |
| Participant deferral / active EE | $9,544 | $9,865-3.3% | $9,331+2.3% | $6,507+46.7% |
| Admin fee / account holder | $423 | $17,692-97.6% | $16,305-97.4% | $12,624-96.7% |