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 | $67,042 | $159,602-58.0% | $150,045-55.3% | $142,382-52.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.66% | 70.24%-53.6pp | 62.55%-45.9pp | 217.08%-200.4pp |
| Employer contribution / active EE | $8,838 | $4,961+78.2% | $4,693+88.3% | $4,299+105.6% |
| Participant deferral / active EE | $9,161 | $8,310+10.2% | $7,997+14.6% | $6,507+40.8% |
| Admin fee / account holder | $523 | $14,846-96.5% | $13,435-96.1% | $12,624-95.9% |