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 | $21,411 | $159,602-86.6% | $150,045-85.7% | $142,382-85.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.13% | 70.24%-51.1pp | 62.55%-43.4pp | 217.08%-197.9pp |
| Employer contribution / active EE | $6,970 | $4,961+40.5% | $4,693+48.5% | $4,299+62.1% |
| Participant deferral / active EE | $13,760 | $8,310+65.6% | $7,997+72.1% | $6,507+111.5% |
| Admin fee / account holder | $11,948 | $14,846-19.5% | $13,435-11.1% | $12,624-5.4% |