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 | $24,629 | $111,814-78.0% | $93,654-73.7% | $145,959-83.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 12.65% | 203.30%-190.6pp | 133.34%-120.7pp | 561.95%-549.3pp |
| Employer contribution / active EE | $3,193 | $3,092+3.3% | $2,421+31.9% | $4,661-31.5% |
| Participant deferral / active EE | $5,440 | $4,914+10.7% | $4,413+23.3% | $6,689-18.7% |
| Admin fee / account holder | $4,143 | $10,246-59.6% | $8,282-50.0% | $13,398-69.1% |