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 | $27,941 | $227,553-87.7% | $189,557-85.3% | $167,490-83.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 16.52% | 78.40%-61.9pp | 64.17%-47.7pp | 478.56%-462.0pp |
| Employer contribution / active EE | $1,619 | $5,316-69.5% | $4,412-63.3% | $4,837-66.5% |
| Participant deferral / active EE | $3,616 | $7,002-48.4% | $6,174-41.4% | $6,341-43.0% |
| Admin fee / account holder | $1,343 | $11,878-88.7% | $9,807-86.3% | $12,309-89.1% |