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 | $79,773 | $112,729-29.2% | $98,716-19.2% | $137,256-41.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 17.79% | 38.48%-20.7pp | 31.81%-14.0pp | 220.34%-202.5pp |
| Employer contribution / active EE | $3,741 | $2,725+37.3% | $2,279+64.2% | $4,156-10.0% |
| Participant deferral / active EE | $7,552 | $4,640+62.8% | $4,048+86.6% | $6,407+17.9% |
| Admin fee / account holder | $6,930 | $10,129-31.6% | $8,703-20.4% | $12,270-43.5% |