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 6-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 | $18,593 | $177,572-89.5% | $154,803-88.0% | $142,382-86.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.65% | 65.07%-46.4pp | 58.88%-40.2pp | 217.08%-198.4pp |
| Employer contribution / active EE | $3,378 | $4,810-29.8% | $4,305-21.5% | $4,299-21.4% |
| Participant deferral / active EE | $7,210 | $6,272+15.0% | $5,540+30.1% | $6,507+10.8% |
| Admin fee / account holder | $539 | $16,786-96.8% | $14,329-96.2% | $12,624-95.7% |