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 | $24,692 | $165,984-85.1% | $164,813-85.0% | $145,922-83.1% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 10.77% | 100.03%-89.3pp | 69.93%-59.2pp | 561.29%-550.5pp |
| Employer contribution / active EE | $3,526 | $5,273-33.1% | $4,341-18.8% | $4,660-24.3% |
| Participant deferral / active EE | $3,915 | $6,959-43.7% | $6,031-35.1% | $6,688-41.5% |
| Admin fee / account holder | $4,167 | $16,648-75.0% | $12,690-67.2% | $13,397-68.9% |