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 | $28,373 | $178,174-84.1% | $156,181-81.8% | $137,256-79.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 11.17% | 84.19%-73.0pp | 64.87%-53.7pp | 220.34%-209.2pp |
| Employer contribution / active EE | $1,170 | $4,972-76.5% | $4,294-72.8% | $4,156-71.9% |
| Participant deferral / active EE | $2,534 | $6,888-63.2% | $6,132-58.7% | $6,407-60.4% |
| Admin fee / account holder | $1,473 | $17,404-91.5% | $14,586-89.9% | $12,270-88.0% |