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 9-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 | $23,074 | $138,065-83.3% | $123,544-81.3% | $135,375-83.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 12.83% | 153.68%-140.9pp | 119.20%-106.4pp | 519.73%-506.9pp |
| Employer contribution / active EE | $2,462 | $5,151-52.2% | $4,628-46.8% | $4,779-48.5% |
| Participant deferral / active EE | $6,804 | $6,799+0.1% | $6,426+5.9% | $5,609+21.3% |
| Admin fee / account holder | $3,451 | $10,916-68.4% | $9,284-62.8% | $10,827-68.1% |