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 | $24,511 | $111,535-78.0% | $105,223-76.7% | $137,256-82.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 18.49% | 237.85%-219.4pp | 180.65%-162.2pp | 220.34%-201.8pp |
| Employer contribution / active EE | $3,599 | $3,939-8.7% | $3,689-2.4% | $4,156-13.4% |
| Participant deferral / active EE | $5,826 | $5,500+5.9% | $5,072+14.9% | $6,407-9.1% |
| Admin fee / account holder | $2,290 | $9,721-76.4% | $8,859-74.1% | $12,270-81.3% |