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 | $36,934 | $176,662-79.1% | $130,648-71.7% | $152,861-75.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 14.65% | 2692.24%-2677.6pp | 1708.96%-1694.3pp | 345.32%-330.7pp |
| Employer contribution / active EE | $2,586 | $5,742-55.0% | $4,092-36.8% | $4,762-45.7% |
| Participant deferral / active EE | $4,885 | $4,361+12.0% | $3,603+35.6% | $5,850-16.5% |
| Admin fee / account holder | $7,304 | $7,133+2.4% | $5,464+33.7% | $11,596-37.0% |