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 | $71,689 | $148,534-51.7% | $135,903-47.3% | $139,434-48.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.54% | 79.19%-59.6pp | 68.23%-48.7pp | 372.94%-353.4pp |
| Employer contribution / active EE | $3,567 | $5,243-32.0% | $4,856-26.6% | $4,751-24.9% |
| Participant deferral / active EE | $12,094 | $8,100+49.3% | $7,758+55.9% | $6,710+80.2% |
| Admin fee / account holder | $1,323 | $12,400-89.3% | $10,762-87.7% | $11,403-88.4% |